Tristin Hotaling
Tristin Hotaling is a registered investment advisor at Ameriprise Financial Services, LLC, based in Ballston Lake, NY, with 23 years of industry experience. Tristin 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
Ballston Lake, NY
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
June 2014Customer Dispute
March 2010Other Business Activities
Tristin owns single-family and commercial real estate properties and has been a yoga instructor since 2023. The yoga instruction takes about 10-20% of Tristin's time and is outside of trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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.