AdFi
DM

Dylan Mancuso

Investment Adviser Representative at Ameriprise Financial Services, LLC

Saint Marys, PACRD #7790241Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Dylan Mancuso is an investment adviser representative with Ameriprise Financial Services, LLC in Saint Marys, PA, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Osaic Wealth, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania
Broker:
5 states and territories

Massachusetts, Michigan, New York, Ohio, Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/21/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 9/29/2023
Series 7
General Securities Representative Examination
Passed 5/10/2024
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/1/2023
SIE
Securities Industry Essentials Examination
Passed 2/24/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Ameriprise Financial Services, LLCCurrent
11/17/2025 – Saint Marys, PA
Osaic Wealth, Inc.
3/25/2025 – 11/20/2025Clearfield, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. CNB Bank
    Aug 2021 – no end date reportedDuBois, PA
  2. Securities America, Inc.
    Jul 2023 – Jun 2024Clearfield, PA
  3. Clarion University of Pennsylvania
    May 2017 – May 2021Clarion, PA
  4. Saint Mary's Auto Body
    May 2016 – May 2017St Marys, PA
  5. St. Marys Area High School
    May 2013 – May 2017St Marys, PA
  6. United States Department of Agriculture
    May 2017 – Aug 2021Carlise, PA
  7. Osaic Wealth, Inc.
    Jun 2024 – Nov 2025Clearfield, PA
  8. Ameriprise Financial Services, LLC
    Nov 2025 – no end date reportedSaint Marys, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Ameriprise Financial Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12,969
Offices listed on AdvisorFinder:
26
Main office:
Minneapolis, MN
SEC file number:
801-28543

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at Ameriprise Financial Services, LLC

Showing 12 of 12,969 in the directory

View Ameriprise Financial Services, LLC firm profile

Similar advisors in Saint Marys, PA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dylan Mancuso has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Dylan Mancuso (Ameriprise Financial Services)