Ana M Abraldes

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

• 10/2019 → Present
  Boom Planning
  San Francisco, CA
• 07/2006 → 12/2023
  Ana Abraldes
  Sebastopol, CA
• 09/2019 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 10/2019 → Present
  Canvas Financial
  San Francisco, CA
• 10/2014 → Present
  Studio Vidro
  Sebastopol, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

* BOOM PLANNING; SAME AS BRANCH; INV REL; FINANCIAL PLANNING FIRM; CLIENT SUPPORT SPECIALIST; START DATE=10/2019; HRS/MO=2; TRADING HRS/MO=2; ASSIST PLANNERS IN FINANCIAL PLANNING PROCESS; * CANVAS FINANCIAL; SAME AS BRANCH; INV REL; DBA USED FOR MARKETING AND CONSOLIDATION PURPOSES; CLIENT SUPPORT SPECIALIST; START DATE=10/2019; HRS/MO=2; TRADING HRS/MO=2; ASSIST PLANNERS IN FINANCIAL PLANNING PROCESS/HANDLE CLIENT SERVICE NEEDS; * STUDIO VIDRO; SAME AS RESIDENCE; NON-INV REL; ARTISAN GLASS PRODUCER/VENDOR; PROPRIETOR; START DATE=10/2014; HRS/MO=5; TRADING HRS/MO=0; PRODUCER OF GLASS TABLEWARE AND JEWELRY, VENDOR AT ARTS/CRAFT SHOWS *

Exams

• S66 Uniform Combined State Law Examination
  2020-06-29