Mark Ciarelli

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

• 01/1975 → Present
  Self Employed
  Cherry Hill, NJ
• 10/2003 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 08/2001 → Present
  Financial Capital Group Llc
  Cherry Hill, NJ
• 01/1982 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2002-04-29 → 2004-09-30
  The Advisors Group, Inc.
  Cherry Hill, NJ

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS * APPROVED TO OFFER LIFE SETTLEMENTS ON FIXED INSURANCE PRODUCTS * FINANCIAL CAPITAL GROUP, LLC; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; FOUNDING MEMBER; START DATE=8/2001; HRS/MO=160; TRADING HRS/MO=160; SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-22
• S63 Uniform Securities Agent State Law Examination
  1983-03-22

Designations

• Certified Financial Planner