Anthony Beltran
Investment adviser representative at Ameritas Advisory Services, LLC
22 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
22 years in the industry.
- Ameritas Advisory Services, LLCMay 2026 to now
- Ameritas Investment Company, LLCSep 2021 to now
- Ameritas Life Insurance CorpSep 2021 to now
- Capstone Financial GroupJul 2021 to now
- MML Investors ServicesMar 2017 to Jun 2021
- Massmutual Life Insurance CompanyJan 2017 to Jun 2021
- Park Avenue SecuritiesMar 2006 to Feb 2017
- The Guardian Life Ins. Co.Nov 2005 to Feb 2017
- Pacific AdvisorsMay 2004 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 2734899
- Firm CRD
- 317245