Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
13yrs
Erik Michael Kotsopoulos
Financial advisor at Ameriprise Financial Services
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 50% of advisors in Boston
OfficeBoston, MA
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Sep 2026 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask Erik
Tailored to Erik’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Erik
How do I contact Erik?
Call Ameriprise Financial Services at 612-671-3131 and ask for Erik Michael Kotsopoulos. Erik works from the Boston, MA office.
How long has Erik been a financial advisor?
Erik has been in the industry since 2013, about 13 years. More experience than 50% of advisors in Boston.
What licenses does Erik hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Erik a fiduciary?
Erik is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erik paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Erik for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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