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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-01 |
Branch Locations
425 Broadhollow Rd Ste 405, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 01/2008 | Present |
| Dipaopa Financial Group | Melville | OH | 10/2007 | Present |
| Ameritas Life Insurance | Lincoln | NE | 01/2008 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 02/2010 | Present |
| Fiftyfifty Wealth Management | Melville | NY | 01/2018 | Present |
| National Wealth Group | Melville | NY | 03/2020 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * DIPAOLA FINANCIAL GROUP; ADDRESS IS BRANCH; INV REL; INSURANCE; GENERAL AGENT; START DATE=10/2007; HRS/MO=200; TRADING HRS/MO=100; INSURANCE SALES * FiftyFifty Wealth Management; same as branch; inv rel; marketing and recruiting; Partner; start date=01/2018; hrs/mo=5; trading hrs/mo=0; marketing and recruiting * National Wealth Group; same as branch; inv rel; life insurance and disability insurance-recruiting nationally; CEO; start date=03/2020; hrs/mo=30; trading hrs/mo=0; hiring, training, recruiting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-07 |
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