Carolyn Nolan
Carolyn Nolan is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Winchester, MA, with 21 years of industry experience. Carolyn 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
48 Mount Vernon St Ste 300, Winchester, MA, 01890
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carolyn owns multiple real estate properties and is co-owner of Watermelon Bay LLC, managing her Ameriprise business, dedicating a few hours per week. She also owns several other LLCs for real estate and consulting, and runs a personal platform for sharing tips, spending about a third of her time on consulting.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
State Registrations31 states
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