Morgan Stanley
47yrs
Top advisor by experience in Garden City
27yrs
Theodore Block
Full name on record: Theodore E Block
Financial advisor at Ameriprise Financial Services
Theodore Block has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Garden City, New York. Theodore joined Ameriprise Financial Services in 2021, 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.
One of 802 advisors with offices in Garden City, and one of 678 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 24% by experience nationwide
Office377 Oak St 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 ?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 66Uniform Combined State Law Examination
Career
- 2021 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Theodore
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Theodore. 377 Oak St Suite 103Garden City, NY 11530Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Theodore
Tailored to Theodore’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 Theodore
How do I contact Theodore?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Theodore Block. Theodore works from the Garden City, NY office.
How long has Theodore been a financial advisor?
Theodore has been in the industry since 2000, about 27 years. Top 24% by experience nationwide.
What licenses does Theodore hold?
Series 66. Tap any license on this page to see what it allows.
Is Theodore a fiduciary?
Theodore is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Theodore paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Theodore 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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