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Wolf Scheck

45 Years of Experience
New York, NY
1 DisclosureBroker

Wolf Scheck is a registered investment advisor at Ameriprise Financial Services, LLC, based in New York, NY, with 45 years of industry experience. Wolf 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

530 5th Ave, 10th Floor, New York, NY, 10036

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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.
Customer Dispute
July 1998
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLC
August 2023 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2017 - August 2023 · 6 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2014 - August 2023 · 9 yrs 7 mos
Morgan StanleyBroker
June 2009 - January 2014 · 4 yrs 7 mos
Citigroup Global Markets INC.Broker
November 1999 - June 2009 · 9 yrs 7 mos
Painewebber IncorporatedBroker
October 1994 - November 1999 · 5 yrs 1 mo
Kidder, Peabody & CO. IncorporatedBroker
April 1980 - October 1994 · 14 yrs 6 mos
State Registrations21 states
ALAZCACOCTDCDEFLGAIAILMAMDMNNJNVNYORPATNTX
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.