Dylan Stanley Anton
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
2 statesRegistered 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, LLCOct 2024 to now
- UnemployedJun 2024 to Sep 2024
- Cadence Consulting GroupMay 2023 to Jan 2024
- Phats BarFeb 2023 to May 2023
- Ferrari + Ferrari ConstructionMay 2021 to Aug 2021
- Stack'd OaklandFeb 2021 to May 2021
- University of PittsburghJul 2020 to May 2024
- Shur SaveJul 2017 to Jul 2019
- Salisbury SchoolJul 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7987992
- Firm CRD
- 6363