Brian Patrick Abad
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, LLCMay 2024 to now
- Ameritas Investment Company, LLCMay 2024 to now
- Vas Dias AgencyJan 2024 to now
- Capfinancial Partners, LLC. (captrust)Jan 2021 to May 2024
- Capfinancial Securities LLCJan 2021 to May 2024
- Royal Alliance AssociatesJun 2017 to Jan 2021
- Genovese Burford & Brothers Wealth and Retirement Plan Mgmt, LLCMay 2017 to Jan 2021
- Independent Financial PartnersDec 2010 to Dec 2016
- LPL Financial CorporationNov 2010 to Jun 2017
- Jenkins Athens/leavitt Group/epic InsuranceJun 2007 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2923073
- Firm CRD
- 317245