TrueAdvisor
TrueAdvisor
EE
EE

Edik Eskandarian

Ameriprise Financial Services, LLC
26 Years of Experience
Greenwich, CT
1 DisclosureBroker
View SEC Summary
View SEC Summary

Edik Eskandarian is a registered investment advisor at Ameriprise Financial Services, LLC, based in Greenwich, CT, with 26 years of industry experience. Edik 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

41 W Putnam Ave, Greenwich, CT, 06830

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2009
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2022 - Present · 4 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2022 - Present · 4 yrs 7 mos
Ameriprise Financial Services, LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Bfc Planning, INC.
May 2021 - March 2022 · 10 mos
Berthel, Fisher & Company Financial Services, INC.Broker
August 2009 - March 2022 · 12 yrs 7 mos
Morgan Stanley & CO. Incorporated
September 2007 - May 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - May 2009 · 2 yrs 1 mo
Morgan Stanley Dw INC.Broker
February 2001 - April 2007 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2000 - January 2001 · 11 mos
State Registrations18 states
ALAZCACOCTDEFLGAMAMDMENCNJNMNYPASCWA
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.
More Advisors
More financial advisors in Greenwich, CT →All financial advisors in Connecticut →