Boca Raton, FL S Federal Highway 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

1877 S Federal Highway Ste 210

Boca Raton FL 33432

Advisors at this office

5

Advisors at this office

user avatar

Ryan M

CFP®, Series 63

Boca Raton, FL

Ameritas Advisory Services, LLC

Ryan Malfitano is a CFP® professional with 16 years of industry experience, currently serving with Ameritas Advisory Services, LLC. His background includes work with Ameritas Life Insurance Corp and Lawless, Edwards & Warren, where he also acts as an independent insurance agent focused on fixed insurance products and financial planning. He is based in Boca Raton, FL. 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 life insurance subaccounts, supporting both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives.

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

Christopher W

Series 63, Series 65

Boca Raton, FL

Ameritas Advisory Services, LLC

Christopher Warren is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has held roles at multiple firms including Lawless Edwards & Warren LLC, where he is a partner and advisor, and serves as a board member at Ovation Home Insurance Reciprocal Exchange. Warren is also licensed as an independent insurance agent to sell fixed insurance products and is approved to offer life settlements on those products. 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 range of managed account programs and fee-based management of variable annuity and variable 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
user avatar

Paul L

Series 63, Series 65

Boca Raton, FL

Ameritas Advisory Services, LLC

Paul Lawless is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been affiliated with Ameritas and its related entities since 2003 and has managed his own wealth management firm, Lawless, Edwards and Warren-Wealth Management, since 1994. Outside of advising, he serves as president of Lord Management Corporation, which provides analytical and quantitative management services across luxury real estate, aircraft, and marine industries. 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 range of managed account programs and fee-based management of variable products, supported by a network of Investment Adviser Representatives and a robust platform integrating multiple custodial and third-party tools.

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

Gregory E

Series 63, Series 65

Boca Raton, FL

Ameritas Advisory Services, LLC

Gregory Edwards is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with multiple firms, including Lawless, Edwards, and Warren LLC since 1994 and Ameritas-related entities since 2003. Outside of his advisory role, he is an owner of A Green Flash, LLC, which holds a vacant piece of land in the Bahamas. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio construction, monitoring, and trading.

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

Russell M

Series 63, Series 65

Boca Raton, FL

Ameritas Advisory Services, LLC

Russell Montgomerie is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He serves as president of Montgomerie Financial, a firm engaged in the sale and servicing of fixed insurance products, and is director of advanced planning at Lawless, Edwards & Warren, where he provides overall financial planning services. Montgomerie also acts as an executor for revocable trusts, assisting with estate management. Ameritas Advisory Services offers investment advisory and financial planning services to individual and institutional clients through a network of Investment Adviser Representatives. The firm provides a variety of managed account programs, consulting services, and fee-based management of variable annuity and universal life subaccounts, supported by third-party partners and multiple custodial platforms.

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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