Kyle Anderson
Investment adviser representative at Ameritas Advisory Services, LLC
11 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
11 years in the industry.
- Ameritas Advisory Services, LLCJun 2024 to now
- Ameritas Investment Company, LLCJun 2023 to now
- Summerfield Wealth AdvisorsJun 2023 to now
- UnemployedFeb 2023 to Jun 2023
- Honda Aircraft Company, LLCOct 2015 to Feb 2023
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7523637
- Firm CRD
- 317245