Jerrold Silverman
Jerrold Silverman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Melville, NY, with 12 years of industry experience. Jerrold 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 South Service Road, Suite 404, Melville, NY, 11747
Get directionsHistory
Regulatory History (3)
Judgment / Lien
March 2015Judgment / Lien
April 2014Judgment / Lien
October 2013Other Business Activities
Jerrold is involved in business ownership, tax preparation, and fiduciary activities. He also works for Singer & Falk CPAs PC; each of these activities takes about a third of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
State Registrations3 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.