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Christopher Sackman

27 Years of Experience
Bohemia, NY
Broker

Christopher Sackman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bohemia, NY, with 27 years of industry experience. Christopher 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

One Corporate Drive, Ste 202, Bohemia, NY, 11716

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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
April 2021 - Present · 5 yrs 1 mo
Ameriprise Financial Services, LLC
October 2007 - Present · 18 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2007 - Present · 18 yrs 7 mos
Previous Registrations
H. M. Payson & CO.Broker
October 2003 - September 2007 · 3 yrs 11 mos
Brokerageamerica, LLCBroker
April 2002 - October 2002 · 6 mos
Brokerageamerica, INCBroker
June 2001 - April 2002 · 10 mos
Citicorp Investment ServicesBroker
August 2000 - June 2001 · 10 mos
Nebraska Hudson Company, INC.Broker
September 1999 - September 2000 · 1 yr
The R.J. Forbes Group, INC.Broker
September 1997 - May 1999 · 1 yr 8 mos
Royce Investment Group, INC.Broker
November 1996 - June 1997 · 7 mos
Renaissance Financial Securities CORP.Broker
October 1996 - November 1996 · 1 mo
State Registrations15 states
CACTDCFLMAMSNCNHNJNYOHPASCVAVT
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.