Daniel J Fusco

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

• 04/2016 → 12/2019
  Ubs Financial Services Inc
  Boston, MA
• 01/2020 → 05/2024
  Morgan Stanley
  Ponte Vedra Beach, FL
• 05/2024 → 11/2024
  Unemployed
  Saint Johns, FL
• 11/2024 → 06/2025
  Lpl Financial Llc
  Fort Mill, SC
• 06/2025 → 04/2026
  Unemployed
  Jacksonville, FL
• 04/2026 → 05/2026
  Publix Supermarkets
  Jacksonville, FL
• 05/2026 → 05/2026
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 06/2026 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 06/2026 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/2026 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2026-05-08 → 2026-06-15
  United Planners' Financial Services Of America A Limited Partner
  Jacksonville, FL
  Scottsdale, AZ
• 2024-11-21 → 2025-09-30
  Lpl Financial Llc
  Saint Johns, FL
  Fort Mill, SC
  Saint Johns, FL
• 2020-01-24 → 2024-06-06
  Morgan Stanley
  Boston, MA
  Boston, MA
  The Villages, FL
  Winter Park, FL
  Jacksonville, FL
  Ponte Vedra Beach, FL
• 2017-02-22 → 2020-01-09
  Ubs Financial Services Inc.
  Boston, MA
  Weehawken, NJ
  Boston, MA
• 2015-10-14 → 2016-04-18
  Winslow Wealth Management Llc
  Boston, MA
• 2015-02-12 → 2016-04-15
  Winslow, Evans & Crocker, Inc.
  Boston, MA
  Boston, MA
• 2011-09-20 → 2015-01-27
  Charles Schwab & Co., Inc.
  Boston, MA
  Hingham, MA
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2011-09-16