Pittsburgh, PA 11 Parkway Ctr Office
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Ameritas Advisory Services, LLC
Enterprise
Firm-wide stats for Ameritas Advisory Services, LLC
About
Ameritas Advisory Services provides fee-based investment management, financial planning, and a range of retirement-plan advisory services to individuals (including high‑net‑worth clients), corporations, employer‑sponsored retirement plans, and other institutional clients. The firm offers both discretionary and non‑discretionary programs, including wrap and non‑wrap solutions, model portfolios, third‑party subadvisers, and ongoing financial planning and consulting.
Investment services are delivered through a mix of in‑house model portfolios and third‑party managers, with options to manage subaccounts inside fee‑based variable annuities and variable universal life policies on a discretionary basis (the Adviser Managed Variable Products program). The firm’s platform approach includes co‑advisory relationships, managed model series (such as the AIS and Constellation offerings), use of third‑party technology and custody platforms, and programs to manage held‑away retirement assets.
Distinctive features include the firm’s integration with Ameritas affiliates: its broker‑dealer affiliate acts as a municipal securities dealer, municipal advisor and underwriter (a relationship the adviser discloses and restricts to avoid conflicts), and the adviser has affiliations with an affiliated investment adviser that provides institutional and pension services. The adviser also works with financial institutions (including banks and credit unions) and operates programs that interact with bank deposit sweep arrangements and insurer‑issued variable products, arrangements the firm discloses and oversees as potential conflicts of interest.
Based on Ameritas Advisory Services, LLC
Location
11 Parkway Ctr Ste 125
Pittsburgh PA 15220
Advisors at this office
3
Advisors at this office
Richard C
Series 63, Series 66
Pittsburgh, PA
Ameritas Advisory Services, LLC
Richard Cole is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at several firms, including LPL Financial, Merrill, Charles Schwab, and PNC Investments. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, offering both discretionary and non-discretionary programs utilizing in-house and third-party managers.
Eric K
Series 66
Pittsburgh, PA
Ameritas Advisory Services, LLC
Eric Kearsh is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including Commonwealth Financial Network, Laurel Financial Group, and The Huntington Investment Company. Kearsh is also involved with CF Advisors Group in an investment-related capacity. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and customized portfolio strategies, serving a broad client base through both discretionary and non-discretionary management.
Evan R
Series 63, Series 65
Pittsburgh, PA
Ameritas Advisory Services, LLC
Evan Rauh is a financial advisor with Ameritas Advisory Services, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at PNC Investments and Pruco Securities LLC. Outside of his advisory work, Rauh also provided rideshare services with Uber from 2018 to 2023. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing a combination of model portfolios, third-party sub-advisers, and custom strategies.
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