Dylan Mancuso
Investment adviser representative at Ameriprise Financial Services, LLC
13 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
13 years in the industry.
- Ameriprise Financial Services, LLCNov 2025 to now
- Cnb BankAug 2021 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.Jul 2023 to Jun 2024
- United States Department of AgricultureMay 2017 to Aug 2021
- Clarion University of PennsylvaniaMay 2017 to May 2021
- Saint Mary's Auto BodyMay 2016 to May 2017
- St. Marys Area High SchoolMay 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7790241
- Firm CRD
- 6363