Zoya Lechtholz
Zoya Lechtholz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Los Angeles, CA, with 21 years of industry experience. Zoya 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
11845 W Olympic Blvd, Ste 980W, Los Angeles, CA, 90064-5172
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Zoya provides private equity financing to a direct lender for real estate developers and receives interest income. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations12 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.