Amy L. Mohan
Investment adviser representative at Ameritas Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.7BFirm assets
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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
12 years in the industry.
- Ameritas Advisory Services, LLCOct 2024 to now
- Ameritas Investment Company, LLCOct 2024 to now
- Daniel J. Galli & AssociatesJul 2024 to now
- Ameriprise Financial Services, LLCMar 2020 to Jul 2024
- Ameriprise Fiancial Services, Inc.Jul 2019 to Mar 2020
- UBS Financial Services Inc.Jan 2014 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6283773
- Firm CRD
- 317245