Stifel, Nicolaus & Company
45yrs
Top advisor by experience in Hauppauge
17yrs
Mark Peterson
Full name on record: Mark E Peterson
Financial advisor at Ameriprise Financial Services
Mark Peterson is a fiduciary financial advisor in Hauppauge, New York, with 17 years in the industry. Mark joined Ameriprise Financial Services in 2021, after a year at St. James Investment Advisors and less than a year at Chase Investment Services. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 350 advisors with offices in Hauppauge, and one of 261 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors in New York
Office800 Veterans Memorial Hwy Suite 100, Hauppauge, NY 11788
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowAmeriprise Financial Services, LLCCurrent firm
- Apr 2017 – Dec 2017St. James Investment Advisors, LLCPreviously
- Oct 2009 – Apr 2010Chase Investment Services Corp.Previously
Contact Mark
Local office(631) 418-8000Ask for Mark. (612) 671-3131Main office · Minneapolis, MN 800 Veterans Memorial Hwy Suite 100Hauppauge, NY 11788Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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
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About Mark
How do I contact Mark?
Call Mark’s local office at (631) 418-8000 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Mark Peterson.
How long has Mark been a financial advisor?
Mark has been in the industry since 2009, about 17 years. More experience than 54% of advisors in New York.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark 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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