Orlando Rafael Cruz
Investment adviser representative at Ameritas Advisory Services, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Ameritas Advisory Services, LLCJun 2024 to now
- Ameritas Investment Company, LLCJun 2024 to now
- Ameritas Life Insurance CorpJun 2024 to now
- Icma-rc Services, LLCApr 2020 to Apr 2024
- PNC InvestmentsJan 2017 to Apr 2020
- Msi Financial Services, Inc.Jan 2015 to Dec 2016
- Metlife Securities IncMay 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NC, NE).
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
- 2311194
- Firm CRD
- 317245