Paul Sylvia is a CFA-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Gurnee, IL, with 9 years of industry experience. Paul 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
5101 Washington St Ste 2L, Gurnee, IL, 60031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is associated with Ellio Wealth Advisors, LLC since January 2024. This investment-related activity takes about a quarter of his time during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
303 Securities, LPBroker
Aon Securities INC.Broker
Uvest Financial Services And/or Compass Capital
Uvest Financial Services Group, INC.Broker
Kemper Distributors, INC.Broker
State Registrations41 states
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