Ameriprise Financial Services
43yrs
Top advisor by experience in Natick
28yrs
Anthony Psikarakis
Full name on record: Anthony E Psikarakis
Financial advisor at Ameriprise Financial Services
Anthony Psikarakis is a financial advisor in Natick, Massachusetts, with 28 years in the industry. Anthony joined Ameriprise Financial Services in 2015, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience28 years (since 1998)
How that compares ?Top 21% by experience nationwide
Office74 W Central St, Carriage House, 2nd Floor, Natick, MA 01760
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 ?1 state
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2015 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Anthony
Local office(781) 453-9600Ask for Anthony. (612) 671-3131Main office · Minneapolis, MN 74 W Central St, Carriage House, 2nd FloorNatick, MA 01760Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Anthony
Tailored to Anthony’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
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About Anthony
How do I contact Anthony?
Call Anthony’s local office at (781) 453-9600 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Anthony Psikarakis.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 1998, about 28 years. Top 21% by experience nationwide.
What licenses does Anthony hold?
Series 63. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Anthony paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anthony 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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