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Scott Stimson

30 Years of Experience
Granby, CT
Broker

Scott Stimson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Granby, CT, with 30 years of industry experience. Scott 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

33 Hartford Ave Ste 203, Granby, CT, 06035

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2025 - Present · 1 yr 2 mos
Ameriprise Financial Services, LLC
March 2025 - Present · 1 yr 2 mos
Ameriprise Financial Services, LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Voya Financial Advisors, INC.
May 2012 - March 2025 · 12 yrs 10 mos
Voya Financial Advisors, INC.Broker
January 2011 - March 2025 · 14 yrs 2 mos
Ing Financial Advisers, LLCBroker
March 2007 - January 2011 · 3 yrs 10 mos
Metlife Securities INC.Broker
September 2005 - March 2007 · 1 yr 6 mos
Metropolitan Life Insurance CompanyBroker
September 2005 - March 2007 · 1 yr 6 mos
Tower Square Securities, INC.Broker
February 1996 - April 2006 · 10 yrs 2 mos
State Registrations32 states
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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.