Nicholas David Mccleary
Investment adviser representative at Ameritas Advisory Services, LLC
13 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
13 years in the industry.
- Kg Service LLCJul 2024 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Nm Financial LLCNov 2021 to now
- Ameritas Investment Corp.Nov 2018 to now
- Ameritas Life Insurance Corp.Nov 2018 to now
- Castle Financial Partners LLCMay 2018 to now
- Optimus Insurance Brokerage LLCNov 2018 to Aug 2022
- Oneamerica SecuritiesMay 2018 to Nov 2018
- American United LifeApr 2018 to Nov 2018
- Washington Avenue AdvisorsApr 2016 to Apr 2018
- Principal Life Ins CoJan 2013 to Apr 2018
- Princor Financial Services CorpJan 2013 to Apr 2018
- The Centennial GroupJan 2013 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 6055201
- Firm CRD
- 317245