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Justin Anthony Desantis

Ameritas Advisory Services, LLC

Sudbury, MA

CRD 5750676

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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
MA RA APPROVED 2021-11-01
  • MA RA
    APPROVED
    Since 2021-11-01

Branch Locations

325 Boston Post Rd Ste 3, Sudbury, MA 01776 • 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
Macdonald Insurance And Financial Services Dedham MA 07/2015 06/2020
Boston 128 Companies Sudbury MA 07/2020 Present
Ameritas Investment Company, Llc Lincoln NE 10/2020 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 07/2015 → 06/2020
    Macdonald Insurance And Financial Services
    Dedham, MA
  • 07/2020 → Present
    Boston 128 Companies
    Sudbury, MA
  • 10/2020 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

Boston 128 Companies; same as branch; inv rel; financial services; Employee; start date=07/2020; hrs/mo=160; trading hrs/mo=160; create financial plans for clients * Hockey Official; same as residence; non-inv rel; officiate hockey games; Hockey Official; start date=2010; hrs/mo=10; trading hrs/mo=0; officiate hockey games

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-08
  • S66 Uniform Combined State Law Examination
    2021-01-08

View on SEC IAPD

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