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CFP
CM
CFP

Christopher Mcilraith

Ameriprise Financial Services, LLC
26 Years of Experience
New York, NY
Broker
View SEC Summary
View SEC Summary

Christopher Mcilraith is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in New York, NY, with 26 years of industry experience. Christopher 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

200 W 41st Street, Suite 1902, New York, NY, 10036

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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 2022 - Present · 4 yrs 7 mos
Ameriprise Financial Services, LLC
March 2022 - Present · 4 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - March 2022 · 5 yrs
MML Investors Services, LLC
March 2017 - March 2022 · 5 yrs
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
AXA Advisors, LLC
November 2008 - February 2015 · 6 yrs 3 mos
AXA Advisors, LLCBroker
November 2008 - February 2015 · 6 yrs 3 mos
Lehman Brothers INC.Broker
December 2007 - September 2008 · 9 mos
Van Der Moolen Specialists USA, LLCBroker
June 2006 - January 2008 · 1 yr 7 mos
Bear Wagner Specialists LLCBroker
April 2001 - June 2006 · 5 yrs 2 mos
Wagner Stott Mercator, L.L.C.Broker
October 1999 - April 2001 · 1 yr 6 mos
State Registrations14 states
CACTFLGAMAMONCNJNYPASCTNTXWA
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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