Carl
Nicolosi

Ameriprise Financial Services, Inc

CRD#1378292
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Carl Nicolosi is a financial advisor operating in Bonita Springs, Florida, who has been in the industry for 12 years. Nicolosi currently works for Ameriprise Financial Services, Inc. Nicolosi has gained experience at Summit Brokerage Services Inc, Commonwealth Financial Network, Private Asset Management Group, LLC and Summit Financial Group. Nicolosi holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Ameriprise Financial Services, Inc is a business that has its headquarters in Bonita Springs, Florida. It has offices in 161 locations and a total of 13,020 employees. It handles $244 billion in assets under management among its 1,268,997 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 1,420 charities and foundations. Of its 1,268,997 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management typically vary depending on the financial services offered. Fees charged by Ameriprise Financial Services, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

26811 S Bay Dr Ste 260
Bonita Springs, FL 34134

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

FL Average: $5,289,111,388
Total Number of Employees

13,718

FL Average: 157
Total Number of Accounts

1,393,263

FL Average: 8,262
Average Account Size

$178,230

FL Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Carl Nicolosi Work History

Carl has 12 years of experience.

2011 - 2016 (5 years)

Summit Brokerage Services Inc

2011 - 2016 (5 years)

Summit Financial Group

2006 - 2011 (5 years)

Commonwealth Financial Network

2006 - 2016 (10 years)

Private Asset Management Group, LLC

Disclosures

Carl Nicolosi has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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