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Andrew Marcucci

18 Years of Experience
Manasquan, NJ
1 DisclosureBroker

Andrew Marcucci is a registered investment advisor at Ameriprise Financial Services, LLC, based in Manasquan, NJ, with 18 years of industry experience. Andrew 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.

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
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Location

Manasquan, NJ

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History

Regulatory History (1)
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Financial
December 2019
Final
Other Business Activities

Andrew is the owner of a business at 37 N Main St in Manasquan, NJ since 1995. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2024 - Present · 2 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 2024 - Present · 2 yrs 3 mos
Ameriprise Financial Services, LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Empower Advisory Group, LLC
June 2024 - July 2024 · 1 mo
Empower Financial Services, INC.Broker
June 2024 - July 2024 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2021 - April 2024 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2019 - April 2024 · 4 yrs 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2004 - August 2007 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1997 - December 2008 · 11 yrs 9 mos
State Registrations26 states
AZCACOCTDEFLGAILLAMAMDMEMONCNHNJNVNYORPAPRSCTXVAVTWI
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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