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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED | 2026-05-28 |
Branch Locations
11 Parkway Center Drive Ste 125, Pittsburgh, PA 15220 • United States
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 |
|---|---|---|---|---|
| Cf Advisors Group | Pittsburgh | PA | 05/2026 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 05/2026 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 05/2026 | Present |
| Unemployed | Pittsburgh | PA | 01/2018 | 07/2019 |
| Citizens Securities, Inc. | Pittsburgh | PA | 03/2016 | 01/2018 |
| Pnc Investments | Pittsburgh | PA | 07/2019 | 03/2020 |
| Charales Schwab & Co., Inc. | Cranberry Township | PA | 03/2020 | 01/2024 |
| Charles Schwab Bank | Cranberry Township | PA | 03/2020 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sewickley | PA | 06/2024 | 08/2024 |
| Citizens Financial | Pittsburgh | PA | 10/2014 | 01/2018 |
| Unemployed | Allison Park | PA | 01/2024 | 06/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2024 | 05/2025 |
| Lpl Financial Llc | Monaca | PA | 05/2025 | 05/2026 |
CF ADVISORS GROUP; INV REL; SAME AS BRANCH; INSURANCE; AGENT; START DATE=05/2026; HRS/MO=40; TRADING HRS/MO=35; LIFE, DI AND ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-01 |
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