Thomas Nicolosi
Thomas Nicolosi is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Staten Island, NY, with 46 years of industry experience. Thomas 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
1200 South Ave., Suite 305, Staten Island, NY, 10314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas has a consulting agreement with Bill Williams and other leaders since 2015, dedicating about 10-20% of his time. He also provides coaching and consulting to advisors through Advanced Skill Development LLC since 2017, dedicating approximately 60 hours per month.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Securities CORP.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations5 states
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