Edward Katarsky
Edward Katarsky is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Wilkes-Barre, PA, with 47 years of industry experience. Edward 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
100 N Wilkes-Barre Blvd, Ste 210, Wilkes-Barre, PA, 18702
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2018Customer Dispute
March 2018Customer Dispute
April 2001Other Business Activities
Edward is the Chairman of Katarsky since 2020. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations23 states
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
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