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Amerity Wealth Management, LLC CRD 322265
$339M regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 05/2019 | 04/2021 |
| Adp, Llc | Florham Park | NJ | 07/2015 | 05/2019 |
| Lyft | Parsippany | NJ | 11/2018 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 08/2022 | 12/2024 |
| Robotic Assistance Devices | Ferndale | MI | 05/2021 | 03/2022 |
| Unemployed | Parsippany | NJ | 03/2022 | 07/2022 |
| Bank Of America, N.A. | Short Hills | NJ | 08/2022 | 12/2024 |
| Lpl Enterprise | Fort Mill | SC | 12/2024 | Present |
| Prudential Financial | Bedminster | NJ | 12/2024 | 06/2026 |
| Amerity Financial, Llc | Naples | FL | 06/2026 | Present |
| Amerity Wealth Management, Llc | Naples | FL | 07/2026 | Present |
Carmax Auto Superstore - not investment related - 3405 Prospect Avenue, Naples, FL 34104 - auto sales - sales associate - April 2026 to present - responsible for sales approximately 80 hours a month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-24 |
| S65 | Uniform Investment Adviser Law Examination | 1998-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-05 |
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