Carl John Buzzeo

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 10/2003 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 02/1998 → Present
  Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa
  Pittsburgh, PA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 01/2024 → Present
  Strategic Associates
  Logan, UT

Previous Registrations

• 2002-04-17 → 2004-09-30
  The Advisors Group, Inc.
  Pittsburgh, PA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WESTERN PA FINANCIAL CENTER, DBA AMERITAS FINANCIAL SERVICES OF WPA; SAME AS BRANCH; INV REL; INSURANCE SALES TO CLIENTS; AGENT; START DATE=02/1998; HRS/MO=120; TRADING HRS/MO=60; INSURANCE SALES * LANDLORD;101 DORIA ANN DR, MONACA PA 15061; NON-INV REL; LANDLORD TO SOME RENTAL PROPERTIES; OWNER; START DATE=10/1989; HRS/MO=0; TRADING HRS/MO=0; KEEP THIS PROPERTY AND MAY LIVE IN IT ONCE AVAILABLE * LANDLORD; 3 EQUESTRIAN DR #15126, CLINTON, PA 15026; NON INV-REL; LANDLORD TO SOME RENTAL PROPERTIES; OWNER; START DATE=05/2031; HRS/MO=0; TRADING HRS/MO=0; KEEP THIS PROPERTY AND MAY LIVE IN IT ONCE AVAILABLE * STRATEGIC ASSOCIATES; NON INV REL; 701 S MAIN ST STE 300, LOGAN, UT 84321; CONSULTING; REFERRER; START DATE=01/2024; HRS/MO=1; TRADING HRS/MO=1; REFER CLIENTS FOR TAX MITIGATION SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-25
• S63 Uniform Securities Agent State Law Examination
  1997-12-13

Other Names

• Carl John Buzzeo