Matthew G Halick

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

• 05/2015 → 08/2020
  Ed's Mudville Grill
  Clayton, CA
• 03/2017 → Present
  David White & Associates
  San Ramon, CA
• 01/2018 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 08/2017 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 01/2020 → Present
  Garaventa Accountancy Corporation
  Concord, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

David White & Associates; same as branch; inv rel; life insurance; Associate; start date=03/2017; hrs/mo=100; trading hrs/mo=100; life insurance agent * 1947 Reality; same as residence; non-inv rel; rental property; Share Owner; start date=11/2018; hrs/mo=5; trading hrs/mo=0; make decisions on the property, minor maintenance * Garaventa Accountancy Corporation; 3573 Clayton Rd, Concord CA 94519; non-inv rel; CPA firm; Assistant; start date=01/2020; hrs/mo=60; trading hrs/mo=60; assist in preparing tax documents for the CPA, clerical work, organizing documents for CPA * Sacramento Safari Club; non inv rel; PO BOX 3897, Napa, CA 94558; Chapter of Safari Club International, members are active in conserving the environment; Treasurer; start date=05/2023; hrs/mo=3; trading hrs/mo=0; Bookkeeping and helping with events

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-22
• S63 Uniform Securities Agent State Law Examination
  2018-08-29

Other Names

• Matt Halick
• Matthew G Halick
• Matthew Gary Halick