Neal Kenneth Adler
Investment adviser representative at Ameritas Advisory Services, LLC
25 yearsExperience
1 stateRegistered in
PFSDesignation
$13.7BFirm assets
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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
25 years in the industry.
- Ameritas Advisory Services, LLCNov 2021 to now
- Advantage Network Financial Services, LLCDec 2008 to now
- Ameritas Investment CorpDec 2008 to now
- Jacobson Adler LLCAug 2001 to now
- Neal K Adler, Cpu, LLCAug 2001 to now
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 4108756
- Firm CRD
- 317245