Shahid Ali Syed
Investment adviser representative at Ameritas Advisory Services, LLC
19 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
19 years in the industry.
- Ameritas Advisory Services, LLCNov 2021 to now
- Mirquest Insurance Services, LLCDec 2012 to now
- Ameritas Investment CorpMay 2008 to now
- Ameritas Life InsuranceMay 2008 to now
- Ameritas Life Insurance Corp of New YorkMay 2008 to now
- Mirquest Financial, LLCJun 2007 to now
- Aarbrook Associates, LLCDec 2012 to Jun 2022
- Zainstar Enterprises, LLCDec 2012 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2743596
- Firm CRD
- 317245