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Dylan Mancuso

Advisor at Ameriprise — Saint Marys, PA

Updated today

Credentials

Series 66, Series 63

Experience

3 years

Location

Saint Marys, PA 15857-2728

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,086 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Dylan Mancuso is a financial advisor at Ameriprise with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at OSAIC, Securities America, Inc., and CNB Bank. Outside of his advisory role, he owns Six Point Studios LLC, a publishing company focused on online applications. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Saint Marys, PA

1104 Million Dollar Hwy

Saint Marys PA 15857-2728

Advisors at this office

1

Most active in

Pennsylvania

Work history

3 years of industry experience

Ameriprise

2025 - Present • 1 year

Saint Marys, PA

OSAIC

2024 - 2025 • 1 year

Clearfield, PA

Securities America, Inc.

2023 - 2024 • 1 year

Clearfield, PA

CNB Bank

2021 - Present • 5 years

DuBois, PA

United States Department of Agriculture

2017 - 2021 • 4 years

Carlise, PA

Clarion University of Pennsylvania

2017 - 2021 • 4 years

Clarion, PA

Saint Mary's Auto Body

2016 - 2017 • 1 year

St Marys, PA

St. Marys Area High School

2013 - 2017 • 4 years

St Marys, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David G

PFS™, Series 63

St. Mary's, PA

Cetera

David Geci is a financial advisor at Cetera with 23 years of industry experience. He holds the PFS™ and Series 63 designations. His prior experience includes roles at Avantax Advisory Services and multiple affiliated entities, as well as ownership of G & A Financial, LLC and Penn Metal Stamping, Inc. In addition to his advisory work, Mr. Geci serves as a trustee for fiduciary appointments, is treasurer/comptroller of a nonprofit wood industry organization, and is president of Geci & Associates, P.C., providing CPA and tax services. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, third-party strategies, or bespoke solutions across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Luke H

CFP®, Series 66

St. Mary's, PA

STIFEL

Luke Hoffman is a CFP®-certified financial advisor at Stifel with seven years of industry experience. His career includes roles at G&A Financial, Avantax Insurance Agency, and Avantax Investment Services prior to joining Stifel in 2022. Hoffman serves on the boards of Elcam Inc., a nonprofit providing job coaching for special needs individuals, and the Boys and Girls Club of St. Marys, where he also acts as treasurer. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Aaron B

Series 63, Series 65

Saint Marys, PA

OSAIC

Aaron Bleggi is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and CPI Wealth Management. Outside of advising, he manages multiple real estate ventures in Saint Marys, Pennsylvania, including residential rental properties and development projects aimed at creating affordable housing for seniors and disadvantaged groups. OSAIC serves a diverse client base comprising retail and institutional investors through a wide network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, employing various asset-allocation tools and offering access to third-party money managers and unified managed accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Craig H

Series 66

St Marys, PA

Edward Jones

Craig Huba is a financial advisor at Edward Jones in Cranberry Township, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at United Parcel Service for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Retirement income strategy General retirement planning Wealth management Technology Professional
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John P

Series 66

St. Mary's, PA

STIFEL

John Piccolo is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. In addition to his advisory role, he serves as a board member for Penn Highland Health in DuBois, Pennsylvania. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Frank Z

Series 63, Series 65

Brockway, PA

LPL Financial

Frank Zocco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Cetera Advisor Networks, Independence Portfolio Partners LLC, and Atlas Brokerage Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and multiple portfolio management options.

College savings (529s, UTMA, etc.)
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