Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Ameritas Advisory Services charges fees based on the specific program and services you choose. These fees can be asset-based for investment management or may involve separate charges for financial planning or consulting. Some programs are 'wrap fee' programs, meaning the fee covers both advisory services and transaction costs, while others charge transaction costs separately. It's important to discuss the costs and benefits of each option with your IAR to determine the most suitable approach for your financial situation.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

101 Longwater Circle Ste 203, Norwell, MA, 02061

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amy is an employee at Daniel J. Galli & Associates, providing financial planning services. This activity, which is investment-related, takes nearly full-time hours.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
October 2024 - Present · 1 yr 3 mos
Ameritas Investment Company, LLCBroker
October 2024 - Present · 1 yr 3 mos
Previous Registrations
Ameriprise Financial Services, LLC Broker
July 2019 - July 2024 · 5 yrs
UBS Financial Services INC. Broker
April 2014 - June 2019 · 5 yrs 2 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.