Anthony Joseph Ratkiewicz

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

• 05/2016 → 08/2018
  Hornor Townsend & Kent Inc
  Pittsburgh, PA
• 05/2016 → 08/2018
  Penn Mutual Life Ins Co
  Pittsburgh, PA
• 08/2018 → 11/2021
  Massmutual
  Pittsburgh, PA
• 08/2018 → 11/2021
  Mml Investors Services
  Pittsburgh, PA
• 11/2021 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 05/2019 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 11/2021 → Present
  Beau Street Financial
  Washington, PA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2018-08-27 → 2021-11-22
  Mml Investors Services, Llc
  Pittsburgh, PA
• 2016-06-14 → 2018-08-08
  Hornor, Townsend & Kent, Llc
  Pittsburgh, PA
• 2013-04-19 → 2016-05-16
  Park Avenue Securities Llc
  Pittsburgh, PA
• 2011-04-11 → 2012-09-11
  Wells Fargo Clearing Services, Llc
  Bethel Park, PA

Other Businesses

Beau Street Financial; same as branch; inv rel; provide clients and prospects guidance on investments, retirement and insurance; Advisor; start date=11/2021; hrs/mo=60; trading hrs/mo=40; analyze and recommend investments and insurance to clients and prospects * 2-Unit Rental Property; same as branch; non-inv rel; collect rent and maintain a 2-unit (duplex) rental property; Owner; start date=03/2001; hrs/mo=4; trading hrs/mo=0; collect rent and maintain a 2-unit (duplex) rental property

Exams

• S66 Uniform Combined State Law Examination
  2011-04-08

Other Names

• Anthony Joseph Ratkiewicz
• Anthony Ratkiewicz
• Tony Ratkiewicz
• Anthony Jospeh Ratkiewicz