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AH
AH

Adam Dewight Howell

Ameritas Advisory Services, LLC
30 Years of Experience
Broker
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Ameritas Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:$5K

Location

1880 Waycross Road, Cincinnati, OH, 45240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam works as a ski instructor at Perfect North Ski Slopes, dedicating about a quarter of his time to this non-investment related activity since 2013.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 3 mos
Ameritas Investment Company, LLC
August 2006 - Present · 19 yrs 6 mos
Ameritas Investment Company, LLCBroker
August 2006 - Present · 19 yrs 6 mos
Previous Registrations
Ameritas Advisory Services
December 2009 - November 2021 · 11 yrs 11 mos
Fidelity Investments Institutional Services Company, INC.Broker
September 1995 - December 2003 · 8 yrs 3 mos
Fidelity Investments Institutional Services Company, INC.Broker
March 1993 - July 1994 · 1 yr 4 mos
Fidelity Brokerage Services, INC.Broker
November 1987 - March 1989 · 1 yr 4 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.