Anna Louise Pulgiano

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

• 05/2017 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 06/2015 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 03/2010 → 11/2023
  Group Benefits & Administration
  East Hanover, NJ
• 03/2010 → 11/2023
  Union Benefit Planners
  East Hanover, NJ
• 04/2016 → Present
  Acrisure
  East Hanover, NJ
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2013-12-06 → 2016-05-03
  Osaic Fa, Inc.
  Parsippany, NJ
  Paramus, NJ
  Parsippany, NJ
  Parsippany, NJ
  Paramus, NJ
  Towaco, NJ
• 2007-04-24 → 2010-05-17
  Msi Financial Services, Inc.
  Roseland, NJ
  Short Hills, NJ

Other Businesses

ACRISURE; 120 EAGLE ROCK AVE STE 195, EAST HANOVER NJ 07936; INV REL; PARENT COMPANY OF UNION BENEFIT PLANNERS AND GROUP BENEFITS & ADMINISTRATION; AGENT; START DATE=04/2016; HRS/MO=140; TRADING HRS/MO=120; ALL WORK IS DONE THROUGH UNION BENEFIT PLANNERS AND GROUP BENEFITS & ADMINISTRATION;

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-19
• S63 Uniform Securities Agent State Law Examination
  2006-10-27

Other Names

• Anna Pulgiano
• Anna Louise Vuolo
• Ann Pulgiano