Joseph J Bendrihem
Investment adviser representative at Ameritas Advisory Services, LLC
18 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you Joseph J Bendrihem? Claim your profile
Contact this firm
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
18 years in the industry.
- Ameritas Advisory Services, LLCJan 2023 to now
- Ameritas Investment Company, LLCJan 2023 to now
- Ameritas Life Insurance CompanyJan 2023 to now
- The Heritage Planning GroupApr 2022 to now
- Senior Services of North AmericaMay 2023 to May 2025
- Guardian Life InsuranceNov 2017 to Oct 2022
- Park Avenue SecuritiesNov 2017 to Oct 2022
- Guardian Life Insurance Co of AmericaSep 2017 to Oct 2017
- Park Avenue Securities LLCSep 2017 to Oct 2017
- Nylife Securities LLCMar 2010 to Aug 2017
- New York Life Insurance CompanyOct 2008 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 5611432
- Firm CRD
- 317245