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CFP · ChFC
AM
CFP · ChFC

Anthony Mancuso

Ameriprise Financial Services, LLC
35 Years of Experience
Williamsville, NY
Broker
View SEC Summary
View SEC Summary

Anthony Mancuso is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Williamsville, NY, with 35 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6622 Main St, Ste 2, Williamsville, NY, 14221

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony is involved in several business ventures, including Council Rock Associates LLC, AVM Batavia, LLC, DJHAVM, LLC, and New Granite, LLC, primarily in management roles. He dedicates about a third of his time to these activities, with a minimal amount of time spent on managing the Ameriprise business through New Granite, LLC.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2021 - Present · 5 yrs 6 mos
Ameriprise Financial Services, LLC
June 1991 - Present · 35 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 1991 - Present · 35 yrs 4 mos
Previous Registrations
Ids Life Insurance CompanyBroker
June 1991 - July 2006 · 15 yrs 1 mo
State Registrations1 state
NY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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