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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
TX RA APPROVED_RES 2026-03-30
PA RA APPROVED 2022-01-13
  • TX RA
    APPROVED_RES
    Since 2026-03-30
  • PA RA
    APPROVED
    Since 2022-01-13

Branch Locations

11 Parkway Ctr Ste 125, Pittsburgh, PA 15220 • 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
Pruco Securities Llc Pittsburgh PA 09/2015 01/2020
Pnc Investments Pittsburgh PA 11/2020 11/2021
Unemployed Pittsburgh PA 02/2020 10/2020
Ameritas Investment Company, Llc Lincoln NE 01/2022 Present
Cf Advisors Group Pittsburgh PA 11/2021 Present
Ameritas Advisory Service Lincoln NE 01/2022 Present
Uber Rideshare Pittsburgh PA 04/2018 12/2023
  • 09/2015 → 01/2020
    Pittsburgh, PA
  • 11/2020 → 11/2021
    Pnc Investments
    Pittsburgh, PA
  • 02/2020 → 10/2020
    Unemployed
    Pittsburgh, PA
  • 01/2022 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 11/2021 → Present
    Cf Advisors Group
    Pittsburgh, PA
  • 01/2022 → Present
    Ameritas Advisory Service
    Lincoln, NE
  • 04/2018 → 12/2023
    Uber Rideshare
    Pittsburgh, PA
Previous Registrations
Other Businesses

CF Advisors Group; same as branch; inv-rel; Financial Advisory Services; Associate Fiancial Advisor; 11/2021; hours/month 160; trading hours/month 160;Clients assigned to the financial advisor as well as wholesalers and other vendors.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-30
S63 Uniform Securities Agent State Law Examination 2015-12-18
  • S65 Uniform Investment Adviser Law Examination
    2016-12-30
  • S63 Uniform Securities Agent State Law Examination
    2015-12-18

View on SEC IAPD

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