Peter John Winovich
Investment adviser representative at Ameritas Advisory Services, LLC
18 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you Peter John Winovich? 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.
- Winovich Wealth PartnersSep 2024 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Ameritas Life Insurance Corp of New YorkJul 2011 to now
- Ameritas Investment CorpJan 2009 to now
- Ameritas Life InsuranceJan 2009 to now
- Wilcox Sports ManagementMar 2012 to Sep 2024
- San Velika, LLCJan 2012 to Nov 2020
- Wilcox FinancialSep 2008 to Sep 2024
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 5627020
- Firm CRD
- 317245