Christopher Michael Adams
Investment adviser representative at Ameritas Advisory Services, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Ameritas Advisory Services, LLCApr 2026 to now
- Ameritas Investment Company, LLC.Oct 2024 to now
- Upstreet Financial AdvisorsSep 2024 to now
- First Commonwealth BankApr 2016 to Sep 2024
- Infinex Investments, Inc.Apr 2016 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 4701272
- Firm CRD
- 317245