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Robert Rosenbury

10 Years of Experience
Thomasville, GA
Broker

Robert Rosenbury is a registered investment advisor at Ameriprise Financial Services, LLC, based in Thomasville, GA, with 10 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

320 N Broad St, Box 1177, Thomasville, GA, 31792

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert works at Thomasville National Bank, spending about 60 hours per month there. He also carves and paints wooden duck decoys and various birds for personal enjoyment and sale, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2024 - Present · 2 yrs 1 mo
Ameriprise Financial Services, LLC
June 2022 - Present · 3 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
March 2015 - June 2022 · 7 yrs 3 mos
State Registrations13 states
ALCACOCTFLGALANCNYSCTNTXVA
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.