CS
CFP
CS
CFP

Christopher Skutnik

6 Years of Experience
Jericho, NY
Broker

Christopher Skutnik is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Jericho, NY, with 6 years of industry experience. Christopher 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

390 N Broadway Ste 240, Jericho, NY, 11753-2110

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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

Christopher owns multi-family real estate and serves as a board member for Skutnik. He also works as a dishwasher/server/register at Rose Hill Vineyards & Inn, as a financial advisor at 390 Management LLC (taking about a third of his time), and as an employee at Main & Mill House tasting room.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2023 - Present · 3 yrs
Ameriprise Financial Services, LLCBroker
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Bny Mellon Securities CorporationBroker
February 2020 - June 2023 · 3 yrs 4 mos
State Registrations20 states
CACOCTDCFLGAILINLAMAMDMONCNJNYPATXVAVTWA
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.
Christopher Skutnik - Financial Advisor | TrueAdvisor