Ethan Thomas Heard
Investment adviser representative at Ameritas Advisory Services, LLC
12 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
12 years in the industry.
- Ethan T. Heard and Co. LLCJan 2025 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Ameritas Life Insurance CorpOct 2019 to now
- Estate & Business Planning GroupSep 2019 to now
- Ameritas Investment Company, LLCJul 2019 to now
- Iron Horse Offroad BuildersDec 2022 to Apr 2026
- Tree Work NowMar 2019 to Oct 2020
- Mullinax FordAug 2015 to May 2017
- Seminole StateAug 2014 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7063011
- Firm CRD
- 317245