Christopher Erbeck
Christopher Erbeck is a registered investment advisor at Ameriprise Financial Services, LLC, based in Sarasota, FL, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
126 S Osprey Ave, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher works as a financial advisor at Centennial Bank since 2019. This takes about a quarter of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Foreside Fund Services, LLCBroker
Credit Suisse Asset Management Securities, INC.Broker
Federated Securities CORP.Broker
Pilgrim Securities, INC.Broker
Northstar Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mclaughlin, Piven, Vogel Securities, INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.