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Ameritas Advisory Services, LLC CRD 317245
$13.7B regulatory AUM 1,086 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-01 |
Branch Locations
425 Broadhollow Rd Ste 405, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 03/2016 | Present |
| Ameritas Life Insurance Company Of New York | Lincoln | NE | 12/2015 | Present |
| Dipaola Financial Group | Melville | NY | 12/2015 | Present |
| The Prudential Insurance Company Of America | Syosset | NY | 07/2019 | 08/2019 |
| Pruco Securities Llc | Syosset | NY | 07/2019 | 08/2019 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
DiPaola Financial Group; same as branch; inv rel; insurance and financial planning; Financial Advisor; start date=12/2015; hrs/mo=50; trading hrs/mo=40; solicit new business for insurance and disability products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-01 |
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