Great Neck, NY Great Neck Rd Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
About
Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.
The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.
Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.
Based on Ameriprise
Expertise
Based on Ameriprise
Location
111 Great Neck Rd Ste 213
Great Neck NY 11021-5408
Advisors at this office
3
Advisors at this office
Peter S
Series 63, Series 65
Great Neck, NY
Ameriprise
Peter Sanoulis is a financial advisor with Ameriprise in Great Neck, NY, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Bank of America and Merrill from 2011 to 2021. Outside of finance, he is involved in operating laundromat businesses through Spinfast LLC in Astoria, NY. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through a Recommendation Report and ongoing advice that address asset allocation, withdrawal strategies, and Social Security options.
Peter C
Series 63, Series 65
Great Neck, NY
Ameriprise
Peter Cocolaras is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill and Bank of America. Outside of his advisory work, he is a co-owner of Cocolaras Properties LLC, a real estate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a written Recommendation Report and ongoing annual advice developed through proprietary research and collaboration between centralized teams and advisors.
Lisa P
Series 63
Great Neck, NY
Ameriprise
Lisa Pellitteri is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 63 credential and previously worked at MBSC Securities Corporation and The Strategic Financial Alliance, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm integrates proprietary research and third-party data within a defined investment universe and collaborates closely with clients and advisors for implementation.
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