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Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-22
PA RA APPROVED 2021-11-01
TX RA APPROVED_RES 2021-11-01
  • FL RA
    APPROVED
    Since 2026-01-22
  • PA RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2021-11-01

Branch Locations

Fernandina Beach, FL • United States

Foster Plaza Bldg #11 790 Holiday Drive -1St Floor, Pittsburgh, PA 15220 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Advisors Group Of Pittsburgh Pittsburgh PA 11/2002 Present
Ameritas Investment Corp. Lincoln NE 10/2003 Present
Ameritas Life Insurance Corp Lincoln NE 10/2003 Present
Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa Pittsburgh PA 11/2002 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 11/2002 → Present
    The Advisors Group Of Pittsburgh
    Pittsburgh, PA
  • 10/2003 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 10/2003 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2002 → Present
    Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa
    Pittsburgh, PA
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2002-04-23 → 2004-09-30
    The Advisors Group, Inc.
    Pittsburgh, PA
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *THE ADVISORS GROUP OF PITTSBURGH; SAME AS BRANCH; INV REL; LLP FOR COST SHARING AND PAYROLL; AGENT; START DATE=11/2002; HRS/MO=1; TRADING HRS/MO=1; SHARING OF COMMON EXPENSES AND CONTRIBUTIONS TO PARTNERSHIP ACCOUNT; *WESTERN PA FINANCIAL CENTER DBA AMERITAS FINANCIAL SERVICES OF WPA; BLDG 7 PARKWAY CENTER SUITE 650 PITTSBURGH PA 15220; INV REL; INSURANCE AGENCY; INSURANCE AGENT; START DATE=11/2002; HRS/MO=5; TRADING HRS/MO=5; INSURANCE, ANNUITY AND RETIREMENT PLAN SALES*

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-11-08
S63 Uniform Securities Agent State Law Examination 1989-07-21
  • S65 Uniform Investment Adviser Law Examination
    1991-11-08
  • S63 Uniform Securities Agent State Law Examination
    1989-07-21

View on SEC IAPD

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