John Levitt
John Levitt is a registered investment advisor at Ameriprise Financial Services, LLC, based in Garden City, NY, with 25 years of industry experience. John 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
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.
Exams
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