Dylan Mancuso
Dylan Mancuso is a registered investment advisor at Ameriprise Financial Services, LLC, based in Saint Marys, PA, with 2 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1104 Million Dollar Hwy, Saint Marys, PA, 15857-2728
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dylan works as a Wealth Manager/Consultant for 1865 Wealth Advisors, a division of CNB Bank, and also as a Client Relationship Manager for CNB Bank's Trust Department, dedicating nearly full-time hours to these roles. He also owns Six Point Studios LLC, a publishing company focused on online applications, but spends minimal time on this venture.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
State Registrations5 states
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