Shay C Delaney
Investment adviser representative at Ameritas Advisory Services, LLC
10 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
10 years in the industry.
- Ameritas Advisory Services, LLCSep 2026 to now
- Ameritas Investment Company, LLCSep 2026 to now
- Ameritas Life Insurance CorpSep 2026 to now
- Edward JonesFeb 2023 to Sep 2026
- RoverNov 2022 to Feb 2023
- Allstate Insurance CompanyJan 2020 to Jan 2023
- The Financial GymNov 2019 to Feb 2021
- E&t LLCAug 2019 to Oct 2019
- Shunkwiler FinancialAug 2018 to Jan 2019
- AmeritasJul 2018 to Jan 2020
- Lincoln Capital LLCJan 2017 to Jun 2018
- Allstate InsuranceJan 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 6669721
- Firm CRD
- 317245