Morgan Stanley
47yrs
Top advisor by experience in Garden City
33yrs
Paul Trause
Full name on record: Paul Robert Trause
Financial advisor at Ameriprise Financial Services
Paul Trause has worked in the financial industry for 33 years and is a financial advisor based in Garden City, New York. Paul joined Ameriprise Financial Services in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Paul holds the ChFC designation.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience nationwide
Office401 Franklin Ave Suite 101 & Suite 103, Garden City, NY 11530
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Paul
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Paul. 401 Franklin Ave Suite 101 & Suite 103Garden City, NY 11530Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Paul
Tailored to Paul’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Paul
How do I contact Paul?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Paul Trause. Paul works from the Garden City, NY office.
How long has Paul been a financial advisor?
Paul has been in the industry since 1993, about 33 years. Top 11% by experience nationwide.
What licenses does Paul hold?
Series 63. Tap any license on this page to see what it allows.
Is Paul a fiduciary?
Paul is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Paul paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Paul for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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