Brian Heiss
Investment adviser representative at Ameritas Advisory Services, LLC
19 yearsExperience
1 stateRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you Brian Heiss? 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
19 years in the industry.
- Ameritas Advisory Services, LLCNov 2021 to now
- Ameritas Investment CorpJun 2018 to now
- Private Client ServicesFeb 2018 to Jun 2018
- Investment Centers of AmericaNov 2016 to Feb 2018
- Sii InvestmentsJan 2013 to Jan 2018
- RedboxAug 2007 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5948677
- Firm CRD
- 317245