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Phuoc Dang

Ameritas Advisory Services, LLC
43 Years of Experience
Rockville, MD
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Phuoc Dang is a registered investment advisor at Ameritas Advisory Services, LLC, based in Rockville, MD, with 43 years of industry experience. Phuoc is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3204 Tower Oaks Blvd Ste 208, Rockville, MD, 20852

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2009
Denied
Customer Dispute
May 2002
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Phuoc is licensed as an independent insurance agent to sell fixed insurance products through Acacia Financial Advisors LLC, where he serves as President and spends about half his time. He also serves as Commissioner for APA Affairs, advising the Governor, and as President of US-Asia Links, consulting on international business, dedicating minimal time and a few hours per week, respectively.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
August 2004 - Present · 22 yrs 2 mos
Previous Registrations
Ameritas Advisory Services
February 2005 - November 2021 · 16 yrs 9 mos
AXA Advisors, LLC
March 2000 - July 2004 · 4 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
October 1983 - January 2000 · 16 yrs 3 mos
AXA Advisors, LLCBroker
October 1982 - July 2004 · 21 yrs 9 mos
State Registrations11 states
CACODCFLKYMAMDNENMOHVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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