Ross Brenner
Investment adviser representative at Ameritas Advisory Services, LLC
14 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
14 years in the industry.
- Ameritas Advisory Services, LLCMar 2024 to now
- Ameritas Investment Company, LLCMar 2024 to now
- Arrow WealthMar 2024 to now
- Western PaMar 2024 to now
- AgiaDec 2022 to Mar 2024
- Valic Financial Advisors, Inc.Oct 2017 to Mar 2024
- Guardian Life Insurance Co of AmericaMay 2012 to Oct 2017
- Park Avenue Securities LLCMay 2012 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5680867
- Firm CRD
- 317245