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Ameritas Advisory Services, LLC CRD 317245
$13.7B regulatory AUM 1,086 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 04/2010 | Present |
| Leading Edge Financial Services, Llc | Metairie | LA | 01/1996 | Present |
| Leading Edge Financial Solutions, Llc | Metairie | LA | 11/2014 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Leading Edge Disability Center Llc | Metairie | LA | 03/2023 | Present |
SUSSMAN ENTERPRISES; SAME AS BRANCH; NON-INV REL; REAL ESTATE HOLDING ENTITY; PRESIDENT; START DATE=01/2010; HRS/MO=1; TRADING HRS/MO=0; PURCHASE REAL ESTATE * LEADING EDGE FINANCIAL SERVICES, LLC; SAME AS BRANCH; INV REL; FIXED INSURANCE, DISABILITY AND LONG TERM CARE INSURANCE; AGENCY MANAGER; START DATE=01/1996; HRS/MO=200; TRADING HRS/MO=200; SALES * Leading Edge Financial Solutions, LLC; same as branch; inv rel; insurance sales; President; start date=11/2014; hrs/mo=200; trading hrs/mo=0; agency manager-sales, recruiting * Name: Disability Center LLC, Role: President, Type: Insurance, Start Date: 01/01/2014, Investment Related?: No, Address: same as branch, Duties: I just own the domain and email address * Medical Personnel Pool Association Inc; same as branch; non-inv rel; market insurance to the medical market for Disability, Life and Long Term Care; President; start date=01/1997; hrs/mo=0; trading hrs/mo=0; association is dormant * Medical Personnel Pool Association Insurance Agency LLC; same as branch; LLC created to sell Disability, Life and LTC insurance; Managing General Agent; start date=01/2011; hrs/mo=0; trading hrs/mo=0; marketing and sales of Life, Disability and Long Term Care Insurance, currently inactive entity * Leading Edge Disability Center LLC; same as branch; inv rel; disability insurance sales; President; start date=02/2009; hrs/mo=1; trading hrs/mo=0; owner of LLC
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