John Levitt
John Levitt is a registered investment advisor at Ameriprise Financial Services, LLC, based in Garden City, NY, with 24 years of industry experience. John 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
1001 Franklin Ave Ste 302, Garden City, NY, 11530
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2013Other Business Activities
John is a board member for Levitt since April 2023, and also engages in fiduciary activities. He is also an independent movie producer since 2019, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Quick & Reilly, INC.Broker
State Registrations19 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.