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CFP
RH
CFP

Robert Hoskin

Ameriprise Financial Services, LLC
46 Years of Experience
Washington, PA
Broker
View SEC Summary
View SEC Summary

Robert Hoskin is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Washington, PA, with 46 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1150 Washington Rd, Washington, PA, 15301

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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

Robert is the president of Hoskin since 2013, dedicating minimal time. He is also an employee of Poach, Koury & Associates LLC since October 2023, spending about 10-20% of his time there.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2013 - Present · 13 yrs 9 mos
Ameriprise Financial Services, LLC
January 2013 - Present · 13 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2013 - Present · 13 yrs 9 mos
Previous Registrations
RBC Capital Markets, LLC
April 2011 - January 2013 · 1 yr 9 mos
RBC Capital Markets, LLCBroker
March 2009 - January 2013 · 3 yrs 10 mos
RBC Capital Markets Corporation
March 2009 - July 2009 · 4 mos
Ferris, Baker Watts, LLC
November 2002 - March 2009 · 6 yrs 4 mos
Ferris, Baker Watts, LLCBroker
June 1999 - March 2009 · 9 yrs 9 mos
First Union Capital Markets CORP.Broker
January 1991 - June 1999 · 8 yrs 5 mos
Butcher & Singer INC.Broker
July 1990 - January 1991 · 6 mos
Lehman Brothers INC.Broker
April 1988 - August 1990 · 2 yrs 4 mos
E. F. Hutton & Company INCBroker
July 1980 - April 1988 · 7 yrs 9 mos
State Registrations5 states
FLGANCPAWA
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.
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