Daniel J Fusco
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, LLCJun 2026 to now
- Ameritas Investment Company, LLCJun 2026 to now
- Ameritas Life Insurance Corp.Jun 2026 to now
- United Planners' Financial Services of America A Limited PartnerMay 2026 to May 2026
- Publix SupermarketsApr 2026 to May 2026
- UnemployedJun 2025 to Apr 2026
- LPL Financial LLCNov 2024 to Jun 2025
- UnemployedMay 2024 to Nov 2024
- Morgan StanleyJan 2020 to May 2024
- UBS Financial Services IncApr 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, NE).
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
- 5829033
- Firm CRD
- 317245