Karamjeet Mangat, financial advisor Princeton NJ
93 score

Karamjeet Mangat

CRD Number: 1104811
Current Firm: Ameriprise Financial Services, Inc.

Karamjeet Mangat (CRD# 1104811) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Princeton, NJ and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
American Express Financial Advisors Inc. Bridgewater, NJ Apr 1983 - Current 33
Ids Life Insurance Company Minneapolis, MN Feb 1983 - Current 33
Sun Tech Inc. Phila, PA Mar 1980 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
Contact Info for Karamjeet S. Mangat
Phone Number: 612-671-3131
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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