Anthony Vincent Mancuso

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Batavia, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Batavia, NY

Other Businesses

Business Ownership; AVM Batavia, LLC; ; Limited Liability; 113 Main Street Batavia NY 14020, ,; Not Investment-Related; 01/01/2017; 60 hours per month; 60 during trading hours. Outside Employment; Council Rock Associates, LLC; Consultant/Specialist; Manage advisory business; 90 Linden Oaks, , Rochester, NY, 14625; Investment-Related; 01/01/2019; 10 to 19 hours per month; 10 to 19 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-06-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Anthony Mancuso