CM
CFP
CM
CFP

Chester Makuch

31 Years of Experience
Florham Park, NJ
4 DisclosuresBroker

Chester Makuch is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Florham Park, NJ, with 31 years of industry experience. Chester 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

200 Campus Dr Ste 150, Florham Park, NJ, 07932-1007

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2011
Denied
Customer Dispute
February 2009
Denied
Customer Dispute
August 2008
Denied
Customer Dispute
February 2003
Closed-No Action
Other Business Activities

Chester owns a single-family real estate property and is co-owner of Kielbasi King Property Group LLC, both since 2023/2024. He is also co-owner of Leonard's Kielbasi Market, a retail business; these activities each take a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2009 - Present · 17 yrs 1 mo
Ameriprise Financial Services, LLC
April 2009 - Present · 17 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
June 2009 - September 2011 · 2 yrs 3 mos
Banc of America Investment Services, INC.
October 2004 - April 2009 · 4 yrs 6 mos
Banc of America Investment Services, INC.Broker
October 2004 - April 2009 · 4 yrs 6 mos
Quick & Reilly, INC.
November 2002 - October 2004 · 1 yr 11 mos
Quick & Reilly, INC.Broker
August 2000 - October 2004 · 4 yrs 2 mos
Fleet Enterprises, INC.Broker
March 1999 - August 2000 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1994 - March 1999 · 4 yrs 4 mos
State Registrations39 states
AKALARAZCACOCTDCDEFLGAIAILLAMAMDMEMIMOMSNCNHNJNMNVNYOHORPARISCTNTXVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.