MS
MS

Marco Sandusky

7 Years of Experience
Clearwater, FL
Broker

Marco Sandusky is a registered investment advisor at Ameriprise Financial Services, LLC, based in Clearwater, FL, with 7 years of industry experience. Marco 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

28100 Us Hwy 19 N, Ste 400, Clearwater, FL, 33761

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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

Marco serves on the Board of Directors in Sandusky as Deputy Grand Knight. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2018 - Present · 7 yrs 10 mos
Ameriprise Financial Services, LLC
July 2018 - Present · 7 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 2018 - Present · 7 yrs 10 mos
State Registrations22 states
CACOCTFLGAHIIAILMINCNHNJNVNYOHPASCTNTXVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.