Patrick John Forde
Investment adviser representative at Ameritas Advisory Services, LLC
26 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
26 years in the industry.
- Ameritas Advisory Services, LLCApr 2026 to now
- Ameritas Advisors Services, LLCApr 2026 to now
- Ameritas Investment Company, LLCApr 2026 to now
- Ameritas Life Insurance CorpApr 2026 to now
- UnemployedDec 2025 to Mar 2026
- Transamerica Captial, Inc.Oct 2024 to Nov 2025
- UnemployedMar 2024 to Oct 2024
- Folio Investments, Inc.Dec 2018 to Mar 2024
- UnemployedMar 2018 to Dec 2018
- Envestnet Asset Management, Inc.Nov 2000 to Mar 2018
- Portfolio Brokerage Services, Inc.Nov 2000 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5454518
- Firm CRD
- 317245