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Alyssa Fox

Advisor at Ameriprise — Bliss, NY

Updated today

Credentials

Series 66

Experience

3 years

Location

Bliss, NY

Ameriprise logo

Ameriprise

Institution

Total advisors

12,719

Across 4,079 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Alyssa Fox is a Series 66-licensed financial advisor with Ameriprise in Bliss, NY, and has three years of industry experience. Her prior work includes roles at Manufacturers and Traders Trust Company and Rochester Wealth Management Group, LLC. Outside of her advisory work, she assists as an assistant coach for a 14U travel volleyball team. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Bliss, NY

Bliss NY

Advisors at this office

1

Most active in

New York

Work history

3 years of industry experience

Ameriprise

2022 - Present • 4 years

Rochester, NY

Wyoming County Chiropractic

2021 - 2024 • 3 years

Warsaw, NY

Manufacturers and Traders Trust Company

2020 - 2021 • 1 year

Perry, NY

Getterr Done Construction

2020 - 2020 • 1 year

Bliss, NY

Rochester Wealth Management Group, LLC

2020 - 2020 • 1 year

Rochester, NY

SUNY Alfred State College

2019 - 2020 • 1 year

Alfred, NY

SUNY Alfred State College

2019 - 2020 • 1 year

Alfred, NY

Genesee County Highway Department

2018 - 2018 • 1 year

Batavia, NY

Finger Lakes Community College

2017 - 2018 • 1 year

Canandaigua, NY

Yogi Bear's Jellystone Park Camp-Resorts

2015 - 2018 • 3 years

Java, NY

Letchworth Central School

2004 - 2017 • 13 years

Gainesville, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher H

CFP®, ChFC®, Series 63

Delevan, NY

Creative Financial Designs, Inc.

Christopher Hull is a CFP® and ChFC® with 21 years of industry experience. He is currently with Creative Financial Designs, Inc., where he has worked since 2024, and previously held positions at Cetera Investment Services LLC and MassMutual. In addition to his advisory role, Hull is involved in independent insurance sales, focusing on life, disability income, and long-term care insurance products. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers diverse strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Heath H

Series 66

Perry, NY

OSAIC

Heath Hendrickson is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. He has prior experience with Securities America Advisors and Allied CPA's, PC, where he is a partner providing tax and accounting services. Outside of his advisory role, he is involved in a family farm focused on cultivating fruit trees. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Aimee B

Series 66

Perry, NY

OSAIC

Aimee Berkemeier is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. She has worked at OSAIC since 2022 and has prior experience with Securities America Advisors and Securities America, Inc. In addition to her advisory role, she serves as Director at Allied CPAs PC and provides financial oversight by compiling monthly financial reports for Genesee County Young Life, a local nonprofit chapter. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and various investment options to build customized portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Autumn S

Series 63, Series 65

Castile, NY

OSAIC

Autumn Smith is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and M&T Securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and employs various asset-allocation and portfolio construction tools across multiple investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph F

Series 66

Warsaw, NY

LPL Financial

Joseph Fox is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Citizens Securities Inc., and Equitable Advisors. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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