Matthew James Dolan

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

• 06/2006 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 06/2006 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 01/2003 → Present
  David White & Associates
  San Ramon, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2005-05-27 → 2006-06-30
  Carillon Investments, Inc.
  Danville, CA
  Danville, CA

Other Businesses

LICENSED AS AN IND INS AGT TO SELL FIXED INS PRODUCTS; *DAVID WHITE & ASSOCIATES; SAME AS BRANCH; INV REL; INSURANCE AGENCY; AGENT; START DATE = 01/2003; HRS/MO = 50; TRADING HRS/MO = 25; SALES * ASSOCIATION INSURANCE & PENSION SERVICES (AI*PS); INV REL; SAME AS BRANCH; MARKETING; PARTNER; START DATE=01/2025; HRS/MO=10; TRADING HRS/MO=5; MONITORING ADVERTISING AND LEAD GENERATION

Exams

• S66 Uniform Combined State Law Examination
  2005-05-06
• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1998-09-11

Other Names

• Matt Dolan