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Lawrence Singer

19 Years of Experience
Ellicott City, MD
Broker

Lawrence Singer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Ellicott City, MD, with 19 years of industry experience. Lawrence 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

6011 University Blvd Ste 300, Ellicott City, MD, 21043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lawrence owns and operates Gathering Roots Farm, dedicating about a quarter of his time to all aspects of running the farm. He also serves as a board member for Singer, spending a few hours per week in this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2017 - Present · 9 yrs
Ameriprise Financial Services, LLC
May 2017 - Present · 9 yrs
Ameriprise Financial Services, LLCBroker
May 2017 - Present · 9 yrs
Previous Registrations
Karilian Capital Management
February 2017 - April 2017 · 2 mos
Karilian Capital Management
March 2015 - December 2016 · 1 yr 9 mos
Ameriprise Financial Services, INC.
June 2004 - December 2012 · 8 yrs 6 mos
Ameriprise Financial Services, INC.Broker
May 2004 - January 2013 · 8 yrs 8 mos
Ids Life Insurance CompanyBroker
May 2004 - July 2006 · 2 yrs 2 mos
State Registrations18 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.