Thomas William Dattilo

Financial advisor at Ameriprise Financial Services, LLC · Pepper Pike, OH

Last updated 2026-10-10

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Thomas William Dattilo is a financial advisor at Ameriprise Financial Services, LLC in Pepper Pike, OH, CRD 2544835. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1999-08-09.

Registration

CRD number
2544835
Registration status
Active
IAPD registration
1999-08-09
Industry Experience
27 years
Work Experience
17 years
States registered
OH, PR, TX

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2009-01 to 2017-02 · UBS Financial Services Inc · Beachwood, OH
  • 2017-02 to 2020-03 · Ameriprise Financial Advisors Inc. · Beachwood, OH
  • 2020-03 to Present · Ameriprise Financial Services, LLC · Pepper Pike, OH

Current employment

SEC IAPD record for Thomas William Dattilo

Ameriprise Financial Services, LLC

Regulatory AUM
$660,474,421,776
Registered advisors
12,966
Offices
7,819
Clients per advisor
106.9 (Moderate)
Average AUM per client
$476.4K (Low)
High-net-worth client ratio
13.3% (Low)

Ameriprise Financial Services, LLC: advisors, services and reported ETF investments

About

Thomas William Dattilo is a CFP® financial advisor at Ameriprise Financial Services, LLC in Pepper Pike, OH. Reported securities licenses include Series 63 and Series 65. The latest record indicates 27 years of industry experience and 17 years of reported work history. Reported roles include Ameriprise Financial Advisors Inc., UBS Financial Services Inc.

Ameriprise Financial Services, LLC's firm-level Form ADV reports 12,966 advisors across 7,819 offices; approximately 106.9 clients per advisor, average assets per client of $476,420, and regulatory AUM of $660.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Ameriprise Financial Services, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Commodity Pool Operator or Trading Advisor
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Location

30100 Chagrin Blvd Ste 180, Pepper Pike, OH 44124-5705

17 advisors at this office.

Ameriprise office in Pepper Pike, OH

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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