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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-20 |
| NE | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker Dealer Inc. | Louisville | KY | 08/2019 | 05/2022 |
| Adp Llc | Louisville | KY | 08/2019 | 05/2022 |
| Wageworks | Louisville | KY | 10/2016 | 08/2017 |
| Firstsource Solutions | Louisville | KY | 03/2015 | 10/2016 |
| Adp | Louisville | KY | 08/2017 | 08/2019 |
| Fisher Investments | Tampa | FL | 05/2022 | 11/2023 |
| Transamerica Investors Securities Corporation | Tampa | FL | 12/2023 | 11/2024 |
| Transamerica Life Insurance Company | Tampa | FL | 12/2023 | 11/2024 |
| Paychex | St. Petersburg | FL | 12/2024 | 06/2026 |
| Ameritas Life Insurance Corp. | Lincoln | NE | 07/2026 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 08/2026 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-11 |
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