Eric Felsenfeld
Eric Felsenfeld is a registered investment advisor at Ameriprise Financial Services, LLC, based in Gaithersburg, MD, with 23 years of industry experience. Eric 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
9711 Washingtonian Blvd, Ste 544, Gaithersburg, MD, 20878-7365
Get directionsHistory
Regulatory History (7)
Customer Dispute
June 2025Customer Dispute
January 2025Customer Dispute
December 2024Customer Dispute
August 2024Customer Dispute
July 2023Customer Dispute
February 2021Customer Dispute
October 2020Other Business Activities
Eric owns multiple real estate properties and is a co-owner of Chesapeake Innovations, LLC, an engineering and product design/development company. He also owns Liberty Wealth Management Limited Liability Company and spends a few hours per week on these business activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Kingswood Capital Partners, LLCBroker
Kingswood Wealth Advisors, LLC
Niagara International Capital LimitedBroker
H. Beck, INC.Broker
H. Beck, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.