Brendan W Halick
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.
- Barto LucasMar 2023 to now
- Ameritas Advisory Services, LLCSep 2022 to now
- Ameritas Investment Company, LLCSep 2022 to now
- David White & AssociatesJun 2022 to now
- HSBC Bank USA NADec 2018 to Jun 2022
- HSBC Securities USA IncDec 2018 to Jun 2022
- Lending ClubAug 2018 to Nov 2018
- American Income Life Insurance CompanyJan 2018 to Aug 2018
- Massachusetts Mutual Life Insurance CompanySep 2017 to Jan 2018
- MML Investors ServicesSep 2017 to Jan 2018
- Foresters Financial ServicesJul 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6677280
- Firm CRD
- 317245