RS
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Robert Schinsky

20 Years of Experience
Midlothian, VA
1 DisclosureBroker

Robert Schinsky is a registered investment advisor at Ameriprise Financial Services, LLC, based in Midlothian, VA, with 20 years of industry experience. Robert 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

1 Park West Cir Ste 208, Midlothian, VA, 23114

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2020
Settled
Other Business Activities

Robert owns rental real estate since 2019 and co-owns and manages an Ameriprise business, dedicating about a third of his time to the latter. He also has another business ownership activity since 2016.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2005 - Present · 20 yrs 11 mos
Ameriprise Financial Services, LLC
May 2005 - Present · 21 yrs
Ameriprise Financial Services, LLCBroker
May 2005 - Present · 21 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
May 2005 - July 2006 · 1 yr 2 mos
State Registrations29 states
AZCACOCTDEFLGAIAILKSKYLAMAMDMIMONCNYOHOKORPASCTNTXVAWAWIWV
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.
Robert Schinsky - Financial Advisor | TrueAdvisor