Scott Michael Weinstein
Investment adviser representative at Ameritas Advisory Services, LLC
17 yearsExperience
1 stateRegistered in
$13.7BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Ameritas Wealth AdvisorsAug 2025 to now
- Ameritas Advisory Services, LLCJan 2025 to now
- Ameritas Investment Corp.Jan 2019 to now
- Ameritas Life Insurance Corp.Jan 2019 to now
- Ameritas Advisory Services, LLCNov 2021 to Oct 2023
- Lake Michigan Benefit Associates, IncSep 2019 to Jun 2025
- Dignity Group, IncDec 2018 to Nov 2021
- Ohio National Financial ServicesSep 2009 to Dec 2018
- The O.N. Equity Sales CompanySep 2009 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (IL).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2128978
- Firm CRD
- 317245