Carmelo Nicolosi
Carmelo Nicolosi is a registered investment advisor at Ameriprise Financial Services, LLC, based in Clifton Park, NY, with 25 years of industry experience. Carmelo 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
56 Clifton Country Rd Ste 102, Clifton Park, NY, 12065
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2016Other Business Activities
Carmelo owns another business, dedicating minimal time to it. This activity is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Dlg Wealth Management LLC
Dinosaur Securities, L.L.C.Broker
Mcginn, Smith Advisors LLC
Mcginn, Smith & CO., INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 states
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.