Bette-Ellen Weiss
Bette-Ellen Weiss is a registered investment advisor at Ameriprise Financial Services, LLC, based in Goshen, NY, with 16 years of industry experience. Bette-Ellen 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
25 Main St, Ste 3-2, Goshen, NY, 10924-2144
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Bette-Ellen is involved with the Mary Nagle Charitable Foundation Trust, providing assistance to those in need. She also works with the Mary Nagle Multifaceted Student Scholarship FND, awarding scholarships to high school seniors, dedicating minimal time to this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Bruderman Asset Management, LLC
Bruderman Brothers LLCBroker
Gary Goldberg & CO., INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations19 states
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