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Scott Allen Leavitt

Investment adviser representative at Ameritas Advisory Services, LLC
32 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

32 years in the industry.

  1. Ameritas Advisory Services, LLCNov 2021 to now
  2. Scott Leavitt & Associates Inc, dba Gem State AdvisorsJan 2020 to now
  3. Ameritas Investment CorpJul 2017 to now
  4. Ameritas Life Insurance CorpJun 2017 to now
  5. Scott Leavitt Ins & Fin Svcs/dba Gem State Fin GrpFeb 1994 to now
  6. The O.N. Equity Sales CompanyNov 2015 to Jun 2017
  7. Ohio National Financial ServicesSep 2015 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (ID).

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
4092626
Firm CRD
317245
Advisor's SEC record (opens in a new tab)
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