Margaret Mary Dipaolo
Investment adviser representative at Ameritas Advisory Services, LLC
30 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
30 years in the industry.
- Md Financial Advisor, LLCApr 2025 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Ameritas Investment CorpJan 2009 to now
- Ameritas Life InsuranceJan 2009 to now
- National Financial GroupDec 1996 to now
- Embracing AbilitiesMar 2024 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 2843962
- Firm CRD
- 317245