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Anthony Christopher Dipaola

Ameritas Advisory Services, LLC

Melville, NY

CRD 2861040

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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
NY RA APPROVED 2021-11-01
  • NY RA
    APPROVED
    Since 2021-11-01

Branch Locations

425 Broadhollow Rd Ste 405, Melville, NY 11747 • 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
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
  • 01/2008 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 10/2007 → Present
    Dipaopa Financial Group
    Melville, OH
  • 01/2008 → Present
    Ameritas Life Insurance
    Lincoln, NE
  • 02/2010 → Present
    Ameritas Life Insurance Corp Of New York
    New York, NY
  • 01/2018 → Present
    Fiftyfifty Wealth Management
    Melville, NY
  • 03/2020 → Present
    National Wealth Group
    Melville, NY
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-03-07
  • S63 Uniform Securities Agent State Law Examination
    1998-03-07

View on SEC IAPD

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