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CFP

Adam Rudikoff

Ameriprise Financial Services, LLC
18 Years of Experience
Boca Raton, FL
Broker
View SEC Summary
View SEC Summary

Adam Rudikoff is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Boca Raton, FL, with 18 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4800 N Federal Hwy Ste D200, Boca Raton, FL, 33431-3413

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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

Adam owns a single-family real estate property since April 2024. He also works at American Heritage School, spending about 10-20% of his time there.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2020 - Present · 6 yrs 9 mos
Ameriprise Financial Services, LLC
September 2016 - Present · 10 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Signator Investors, INC.
January 2009 - September 2016 · 7 yrs 8 mos
Signator Investors, INC.Broker
January 2008 - September 2016 · 8 yrs 8 mos
State Registrations29 states
ARAZCACOCTFLGAKYLAMAMDMEMIMNNCNHNJNMNYOHORPARISCTXVAVTWAWI
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.
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