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Aaron Schenkman

Ameriprise Financial Services, LLC
31 Years of Experience
Hauppauge, NY
Broker
View SEC Summary
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Aaron Schenkman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hauppauge, NY, with 31 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1174 Veterans Memorial Hwy, Hauppauge, NY, 11788

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aaron is involved with Certainty of the Uncertainty, LLC, starting in 2022. This takes about 10-20% of his time, split evenly during and outside of trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2012 - Present · 14 yrs 4 mos
Ameriprise Financial Services, LLC
July 1995 - Present · 31 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 1995 - Present · 31 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2006 - December 2009 · 3 yrs 2 mos
Ids Life Insurance CompanyBroker
July 1995 - July 2006 · 11 yrs
State Registrations30 states
AZCACOCTDEFLGAILINKYMAMDMNMONCNJNVNYOHORPARISCTNTXUTVAWAWIWV
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.
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