UBS Financial Services
46yrs
Top advisor by experience in Rochester
6yrs
Dylan Joy
Financial advisor at Ameriprise Financial Services
Based in Rochester, New York, Dylan Joy is a fiduciary financial advisor with 6 years of industry experience. Dylan has been with Ameriprise Financial Services since 2021. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office90 Linden Oaks Suite 230, Rochester, NY 14625
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowAmeriprise Financial Services, LLCCurrent firm
- Jun 2021 – Aug 2021Ameriprise Financial Services, LLCPreviously
Contact Dylan
Local office(585) 461-2280Ask for Dylan. (612) 671-3131Main office · Minneapolis, MN 90 Linden Oaks Suite 230Rochester, NY 14625Office · Get directions LinkedIn pageAmeriprise Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dylan
How do I contact Dylan?
Call Dylan’s local office at (585) 461-2280 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Dylan Joy.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Dylan hold?
Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dylan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
O'Keefe Stevens Advisory
45yrs
Top advisor by experience at O'Keefe Stevens Advisory
Lifemark Securities
44yrs
Top advisor by experience at Lifemark Securities
UBS Financial Services
44yrs
Top 1% by experience in Rochester
Morgan Stanley
44yrs
Top 1% by experience in Rochester
UBS Financial Services
43yrs
Top 1% by experience in Rochester