GP
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George Pittaoulis

25 Years of Experience
Voorhees, NJ
1 DisclosureBroker

George Pittaoulis is a registered investment advisor at Ameriprise Financial Services, LLC, based in Voorhees, NJ, with 25 years of industry experience. George 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

1105 Laurel Oak Road, Suite 142, Voorhees, NJ, 08043

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History

Regulatory History (1)
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Customer Dispute
August 2004
Denied
Other Business Activities

George has several outside business activities, including business ownership since 2012 and co-ownership since 2023. These activities take a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2002 - Present · 23 yrs 11 mos
Ameriprise Financial Services, LLC
October 2000 - Present · 25 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2000 - Present · 25 yrs 7 mos
Previous Registrations
Ids Life Insurance CompanyBroker
October 2000 - July 2006 · 5 yrs 9 mos
State Registrations42 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMONCNHNJNMNYOHORPARISCSDTNTXUTVAWAWIWV
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.