Charles Zitner
Charles Zitner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boca Raton, FL, with 29 years of industry experience. Charles 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
4800 N Federal Hwy Ste D200, Boca Raton, FL, 33431-3413
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2011Judgment / Lien
July 2010Judgment / Lien
December 2009Customer Dispute
September 2004Other Business Activities
Charles has business ownership and outside employment activities, both starting in April 2019. He spends minimal time on these activities outside of trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Gruntal & CO., L.L.C.Broker
Smith Barney INC.Broker
Biltmore Securities, INCBroker
State Registrations7 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.