Melissa Lynne Herman
Investment adviser representative at Ameritas Advisory Services, LLC
14 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
14 years in the industry.
- Mlj Advisory Services LLCMay 2024 to now
- Simplicity BrokerageMay 2024 to now
- Ash BrokerageMar 2024 to now
- Upstreet Financial AdvisorsJun 2023 to now
- Ameritas Advisory Services, LLCMay 2023 to now
- Swift Kennedy & Co. Health InsuranceJun 2022 to now
- Ameritas Financial Service of WpaJun 2021 to now
- Ameritas Investment Company, LLCJan 2021 to now
- Temp2tech LLCJan 2018 to now
- Kate & Friends Co.Oct 2012 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7247366
- Firm CRD
- 317245