Scott Roslonowski
Scott Roslonowski is a registered investment advisor at Ameriprise Financial Services, LLC, based in Indian Harbour Beach, FL, with 21 years of industry experience. Scott 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
2050 South Patrick Dr, Ste B, Indian Harbour Beach, FL, 32937-4431
Get directionsHistory
Regulatory History (4)
Judgment / Lien
August 2024Customer Dispute
July 2023Customer Dispute
March 2023Judgment / Lien
December 2021Other Business Activities
Scott has business ownership interests in two entities: one at his office address and Rally Point Farm, LLC. He spends about a quarter of his time on activities related to Rally Point Farm, LLC.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations9 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.