Westbury, NY 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
401 Franklin Ave Ste 302
Westbury NY 11590
Advisors at this office
3
Advisors at this office
Gregory S
Series 63
Garden City, NY
Ameritas Advisory Services, LLC
Gregory Scheinberg is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 credential and bringing 11 years of industry experience. His career includes roles at Tax Favored Solutions, GP Goods LLC, The Integrated, and Ameritas Life Insurance Corp of New York. Outside of advisory work, he is a partner in GP Goods LLC, a retail business that sells products on Amazon. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs utilizing in-house and third-party managers, and its platform integrates with Ameritas affiliates to deliver a broad range of investment solutions.
Giuseppe I
Series 63
Westbury, NY
Ameritas Advisory Services, LLC
Giuseppe Imbriano is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds a Series 63 designation and has held various roles in financial services and insurance since 2006, including leadership positions at Integrated Hr, Inc and ownership of Integrated Wealth Solutions Inc. Outside of advisory work, he is a partner in Direct Care Carrier, LLC, which provides transportation services for home care employees in New York. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.
Thomas S
Series 65, Series 63
Garden City, NY
Ameritas Advisory Services, LLC
Thomas Spuhler is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with various Ameritas affiliates, including Ameritas Life Insurance Corp and Ameritas Investment Corp, since 2013. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing in-house and third-party managed portfolios and integrates with related Ameritas affiliates to support diverse client needs.
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