Sophia Taslitsky
Sophia Taslitsky is a registered investment advisor at Ameriprise Financial Services, LLC, based in Owings Mills, MD, with 2 years of industry experience. Sophia 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
Owings Mills, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sophia works as a ballet teacher for Unit Studio and Dance Academy since September 2023. Teaching ballet to students ages 9-18 takes about 10-20% of Sophia's time at Unit Studio and a few hours per week at Dance Academy.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Composition Wealth, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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