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ChFC

Alexander Borsuk

Ameriprise Financial Services, LLC
57 Years of Experience
Pennington, NJ
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Alexander Borsuk is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Pennington, NJ, with 57 years of industry experience. Alexander 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
12955 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

65 S Main St A-202, Pennington, NJ, 08534-2843

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History

Regulatory History (2)
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.
Judgment / Lien
September 2015
Customer Dispute
June 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alexander is an independent insurance broker with multiple companies, including Guardian Life and Blue Cross Blue Shield of NJ, since as early as 1970. He also owns Compass Advisors Group, LLC, a marketing and sales company, though it is not currently in use and takes minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2019 - Present · 7 yrs 1 mo
Ameriprise Financial Services, LLC
March 2012 - Present · 14 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
AXA Advisors, LLCBroker
October 1984 - March 2012 · 27 yrs 5 mos
The Mutual Life Insurance Company of New YorkBroker
February 1977 - September 1981 · 4 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1971 - January 2000 · 29 yrs
Mayflower Securities CO., INC.Broker
October 1968 - March 1971 · 2 yrs 5 mos
State Registrations6 states
FLMAMDNJNYPA
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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