Dylan Terry Walters
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCMar 2026 to now
- N/aJan 2026 to Feb 2026
- Brandeis UniversitySep 2024 to Feb 2026
- Ameriprise Financial Services, LLCJun 2024 to Aug 2024
- Brandeis UniversitySep 2023 to May 2024
- Ameriprise Financial Services, LLCJun 2023 to Aug 2023
- Brandeis UniversityJun 2022 to May 2023
- Brandeis UniversityOct 2020 to May 2022
- Suburban ClubMay 2020 to Aug 2020
- Gilman SchoolOct 2019 to May 2020
- Hunt Valley Country ClubJun 2019 to Sep 2019
- Gilman SchoolMar 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7749850
- Firm CRD
- 6363