Victoria Michalski, financial advisor Malta NY

Victoria Michalski

CRD Number: 2055970
Current Firm: Ameriprise Financial Services, LLC

Victoria Michalski (CRD# 2055970) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Malta, NY and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Saratoga Springs, NY Apr 2021 - Current 2
Ameriprise Financial Services, Inc. San Francisco, CA Feb 1999 - Apr 2021 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Victoria A. Michalski
Phone Number: 612-671-3131
Registered State(s):
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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