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Philip M Vitalbo

Advisor at Ameritas Advisory Services, LLC — Indiana, PA 1730 Philadelphia St

Updated today

Credentials

Series 63, Series 65

Experience

7 years

Location

Indiana, PA 15701

Ameritas Advisory Services, LLC logo

Ameritas Advisory Services, LLC

Enterprise

Total advisors

552

Across 270 offices

Clients per advisor

53 Typical

Avg AUM per client

$448,118 Typical

HNW client ratio

3% Low

About

Philip Vitalbo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameritas Advisory Services since 2021 and also works with Swift Kennedy and Western PA Financial Center. Outside of his advisory work, he operates a part-time personal training business serving athletes and working professionals. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across various program platforms and offers additional investment options through affiliated entities.

Client services

Based on Ameritas Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Ameritas Advisory Services, LLC

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy

Occupation focus

Based on Ameritas Advisory Services, LLC

Founder/Business Owner Retired

Demographic focus

Based on Ameritas Advisory Services, LLC

Mid-Career Professionals

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Fee options

Fixed

Flat fee financial planning and consulting; specific amounts negotiated per client

Percentage

$0 - $250,000: Up to 2.35% (inclusive of program and IAR fees depending on program) $250,001 - $500,000: Up to 2.10% $500,001 - $750,000: Up to 1.85% $750,001 - $1,000,000: Up to 1.60% $1,000,001 - $3,000,000: Up to 1.30% - 1.35% (program dependent) $3,000,001 - $5,000,000: Approximately 1.05% $5,000,001+: Between 0.80% and negotiable depending on program

Commissions

Commission-based variable insurance products sold through affiliated broker-dealer AIC

Project-based

Hourly financial planning fees up to $500/hour

Other

Account minimum: Varies by program; see detailed program minimums below Minimum fee: Minimum fees for some programs, e.g., $50 annual minimum fee in AIS and AMR programs, $40 minimum account fee if under $70,000 in AMR and AMS programs Fee-only: Hourly rates up to $500 per hour and flat fees for financial planning and consulting; paid as agreed with client

Location

See office

Indiana, PA 1730 Philadelphia St

1730 Philadelphia St

Indiana PA 15701

Advisors at this office

3

Most active in

Pennsylvania

Work history

7 years of industry experience

Ameritas Advisory Services, LLC

2021 - Present • 5 years

Lincoln, NE

Swift Kennedy

2020 - Present • 6 years

DuBois, PA

Western PA Financial Ctr dba Ameritas Financial Services of WPA

2020 - Present • 6 years

Indiana, PA

Ameritas Investment Company, LLC

2019 - Present • 7 years

Lincoln, NE

California University of Pennsylvania

2012 - 2020 • 8 years

California, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Levi A

Series 65

Indiana, PA

Signal Advisors Wealth, LLC

Levi Allison is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Encompass More Asset Management LLC and Stokes Retirement Ltd. Outside of advisory work, he is also licensed as an insurance agent, engaging in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies through its Signal Platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Nolan S

Series 65

Indiana, PA

Signal Advisors Wealth, LLC

Nolan Stokes is a financial advisor at Signal Advisors Wealth, LLC with three years of industry experience. He holds a Series 65 license and has previously worked at Foundations Investment Advisors, Encompass More Asset Management LLC, and Forest Ridge Private Wealth LLC. Outside of advisory work, he is involved as a life and annuity insurance producer through Forest Ridge Private Wealth LLC. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm manages discretionary strategies using a top-down, tactical asset allocation process and supports several thousand retail accounts across its multi-team structure.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Malcolm P

CFA®, Series 63, Series 66

Indiana, PA

Stratos Wealth Advisors LLC

Malcolm Polley is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC. His prior experience includes two decades at Stewart Capital Advisors and over 20 years at S&T Bank. Outside of his advisory role, he is an adjunct faculty member teaching finance and economics at Indiana University of Pennsylvania and co-owns a craft shop called A Lit Bit of Country, LLC. Stratos Wealth Advisors serves individual and institutional clients through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals, utilizing customized asset allocations and model portfolios.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Eric S

Series 63, Series 65

Saltsburg, PA

Vanderbilt Advisory Services

Eric Sutliff is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at Uber, Grove Point Investments, Horizon Transport, Delta Global Services, and H. Beck, Inc. He also works as an independent contractor driver for vehicle transport and rideshare services. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis, with a notable integration of retirement-plan and benefits firms supporting pension consulting and plan administration.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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Galen B

Series 63, Series 65

Indiana, PA

Foundations Investment Advisors LLC

Galen Bargerstock Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Encompass More Asset Management LLC, Verity Investments, Inc., and Corecap Investments Inc. He also serves as president of an insurance agency, where he focuses on insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, using a range of analytical approaches and model portfolios.

ESG / Sustainable investing
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Christopher A

Series 63, Series 65

Indiana, PA

Ameritas Advisory Services, LLC

Christopher Adams is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Infinex Investments, Inc. and First Commonwealth Bank. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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