TrueAdvisor
TrueAdvisor
CS
CS

Christopher Stewart

Ameriprise Financial Services, LLC
30 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Stewart is a registered investment advisor at Ameriprise Financial Services, LLC, based in Palm Beach Gardens, FL, with 30 years of industry experience. Christopher 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

4440 Pga Blvd, Ste 600, Palm Beach Gardens, FL, 33410

Get directions

History

Regulatory History (1)
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
November 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is an independent insurance broker since 2018, focusing on health insurance. He also has business ownership and outside employment with SRA Partners LLC, spending minimal time on the insurance brokering and about a third of his time with SRA Partners LLC.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2003 - Present · 23 yrs 3 mos
Ameriprise Financial Services, LLC
July 2003 - Present · 23 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 2003 - July 2006 · 3 yrs
A. G. Edwards & Sons, INC.
July 2000 - July 2003 · 3 yrs
A. G. Edwards & Sons, INC.Broker
July 2000 - July 2003 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1995 - July 2000 · 4 yrs 7 mos
State Registrations15 states
ALCACTFLGAMAMDNCNJNYOKORPATNVA
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.
More Advisors
More financial advisors in Palm Beach Gardens, FL →All financial advisors in Florida →