Scott Codacovi, financial advisor Wall Township NJ
81 score

Scott Codacovi

CRD Number: 1805782
Current Firm: Ameriprise Financial Services, Inc.

Scott Codacovi (CRD# 1805782) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Wall Township, NJ and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Manasquan, NJ Jul 2014 - Current 2
Guardian Life Insurance Company Manasquan, NJ Jan 2007 - Current 9
Park Avenue Securities Manasquan, NJ Feb 2007 - Jul 2014 7
Njs Corp Iselin, NJ May 1999 - Jan 2007 7
First Montauk Securities Corp. Iselin, NJ Jul 1998 - Jan 2007 8
Personal Investment Services Iselin, NJ Dec 1992 - Dec 2006 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S65 NASAA Investment Advisors Law Examination May 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Scott L. Codacovi
Phone Number: 612-671-3131
Registered State(s):
  • NJ
  • TX
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
81

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