Steven Louis D'andrea

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-11-01

NY RA
APPROVED

Since 2021-11-01

Branch Locations

425 Broadhollow Rd Ste 405, Melville, NY 11747 • 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

Organization	City	State	From	To
Dipaola Financial	Melville	NY	06/2008	Present
Ameritas Investment Corp	Lincoln	NE	01/2014	Present
Ameritas Life Insurance Company	Lincoln	NE	01/2014	Present
Ameritas Advisory Services, Llc	Lincoln	NE	11/2021	Present

06/2008 → Present

Dipaola Financial

Melville, NY
01/2014 → Present

Ameritas Investment Corp

Lincoln, NE
01/2014 → Present

Ameritas Life Insurance Company

Lincoln, NE
11/2021 → Present

Ameritas Advisory Services, Llc

Lincoln, NE

Other Businesses

DIPAOLA FINANCIAL; SAME AS BRANCH; INV REL; LIFE, DISABILITY AND ANNUITY INSURANCE SALES; AGENT; START DATE=06/2008; HRS/MO=180; TRADING HRS/MO=0; SELL LIFE, HEALTH, ACCIDENT INSURANCE PRODUCTS, INCLUDING ANNUITIES * United Health Care/Oxford; 60 E 42nd St Ste 1050, New York NY 10165; non-inv rel; health insurance; Broker; start date=09/2017; hrs/mo=1; trading hrs/mo=0; sell health insurance

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2015-01-31

S63 Uniform Securities Agent State Law Examination

2015-01-31

Other Names

Steven D'ANdrea

View on SEC IAPD