Altamonte Spg, FL Office

Team
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Ameritas Advisory Services, LLC logo

Ameritas Advisory Services, LLC

Enterprise

Firm-wide stats for Ameritas Advisory Services, LLC

Total advisors

550

Across 274 offices

Clients per advisor

53 Typical

Avg AUM per client

$448,118 Typical

HNW client ratio

3% Low

About

Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base that includes individual investors (including high‑net‑worth clients), retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives (IARs). The firm offers a range of managed account programs — wrap and non‑wrap models, third‑party and sub‑advised solutions, and ongoing consulting — and also provides fee‑based management of variable annuity and variable universal life subaccounts.

Advisory relationships are delivered on both discretionary and non‑discretionary bases, with IARs using risk questionnaires, model portfolios and periodic reviews to align allocations with client objectives; the firm’s Investment Committee and third‑party partners (including AIP and Envestnet) support portfolio construction, monitoring and trading. Ameritas integrates multiple custodial and execution platforms (NFS, Schwab, Fidelity) and makes use of third‑party tools such as Pontera for held‑away retirement plan management while applying standard supervisory and disclosure practices to address conflicts.

Distinctive elements include the firm’s affiliation with a municipal securities dealer and municipal advisor under its broker‑dealer affiliate AIC — an affiliation that the brochure cites as the reason the firm does not permit advisory account purchases of municipal securities underwritten by AIC — and its parent/affiliate structure that links the adviser (AAS) with Ameritas Life Insurance Corp. (ALIC) and Ameritas Investment Partners (AIP). The firm also offers a dedicated Adviser Managed Variable Products (AMVP) program that can manage variable product subaccounts on a discretionary basis and discloses specific conflict‑management measures such as share‑class conversions and 12b‑1 rebate practices for certain custodial platforms.

Based on Ameritas Advisory Services, LLC

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Based on Ameritas Advisory Services, LLC

Occupation focus

Founder/Business Owner Retired

Based on Ameritas Advisory Services, LLC

Location

305 Douglas Ave

Altamonte Spg FL 32714

Advisors at this office

7

Advisors at this office

user avatar

Ethan H

Series 65, Series 63

Altamonte Spg, FL

Ameritas Advisory Services, LLC

Ethan Heard is a financial advisor at Ameritas Advisory Services, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Ameritas and its affiliates since 2019. Outside of his advisory role, he is a partner and mechanic at Iron Horse Offroad Builders, where he manages the business’s operations and social media presence. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting both discretionary and non-discretionary advisory relationships.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Anthony P

ChFC®, Series 66

Altamonte Springs, FL

Ameritas Advisory Services, LLC

Anthony Perrone is a financial advisor at Ameritas Advisory Services, LLC with 33 years of industry experience. He holds the ChFC® and Series 66 designations. His career includes roles at Ameritas Life Insurance Corp, Ameritas Investment Company, and the Estate & Business Planning Group, where he is owner and president. Perrone is also an author, involved in writing and speaking engagements related to his published books. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, with support from an investment committee and third-party partners for portfolio construction and management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Emma M

Series 66

Altamonte Springs, FL

Ameritas Advisory Services, LLC

Emma Mumpower is a financial advisor with Ameritas Advisory Services, LLC holding a Series 66 designation and one year of industry experience. Prior to joining Ameritas, she worked at Fidelity Investments and is also employed part-time with Journeys Travel Company, where she plans and books vacations remotely. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations, offering various managed account programs and fee-based management of variable annuity and life subaccounts.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Robert H

Series 63, Series 65

Altamonte Spg, FL

Ameritas Advisory Services, LLC

Robert Heard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He is also licensed as an independent insurance agent and serves as president of Jeff Heard and Associates, Inc., as well as vice president of the Estate & Business Planning Group. He has extensive experience with Ameritas-affiliated firms dating back to 2002. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account solutions and integrates multiple custodial platforms, supported by its Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Jeffrey G

Series 66

Altamonte Springs, FL

Ameritas Advisory Services, LLC

Jeffrey Green is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and over 28 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and has a longer tenure with related entities including Ameritas Life Insurance Corp and Jeff Green & Associates, Inc, where he serves as president. Outside of advising, he is active in independent insurance sales focusing on fixed insurance products and life insurance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and ongoing management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Nicholas P

Series 65, Series 63

Altamonte Springs, FL

Ameritas Advisory Services, LLC

Nicholas Perrone is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and has two years of industry experience. He is also the owner of Estate and Business Planning LLC and involved with the Estate and Business Planning Group, focusing on financial services and life insurance. Prior to his advisory career, Perrone worked in retail and education roles. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Seth H

Series 65, Series 63

Altamonte Spg, FL

Ameritas Advisory Services, LLC

Seth Heard is a financial advisor with Ameritas Advisory Services, LLC and holds Series 65 and Series 63 credentials. He has one year of industry experience and has worked with Ameritas Advisory Services, Estate & Business Planning Group, and Ameritas Investment Company. Outside of finance, he has been involved with Renaissance festivals and escape room businesses. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and third-party tools.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
View complete list of advisors at this office
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