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Shishun Kryskalla

4 Years of Experience
San Mateo, CA
Broker

Shishun Kryskalla is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Mateo, CA, with 4 years of industry experience. Shishun 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

1900 O'Farrell St, Ste 180, San Mateo, CA, 94403-1329

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2024 - Present · 1 yr 9 mos
Ameriprise Financial Services, LLC
August 2024 - Present · 1 yr 9 mos
Ameriprise Financial Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
The Blakeley Group INC
January 2024 - August 2024 · 7 mos
Morgan Stanley
December 2022 - November 2023 · 11 mos
Morgan StanleyBroker
December 2022 - November 2023 · 11 mos
UBS Financial Services INC.Broker
March 2022 - November 2022 · 8 mos
UBS Financial Services INC.
November 2021 - November 2022 · 1 yr
Mercer Global Advisors INC.
July 2020 - December 2020 · 5 mos
State Registrations44 states
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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.
Shishun Kryskalla - Financial Advisor | TrueAdvisor