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Marshall Dearden

Ameritas Advisory Services, LLC
38 Years of Experience
Laurel, MD
1 DisclosureBroker
View SEC Summary
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Marshall Dearden is a registered investment advisor at Ameritas Advisory Services, LLC, based in Laurel, MD, with 38 years of industry experience. Marshall 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

Laurel, MD

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History

Regulatory History (1)
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
December 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Marshall works full-time for Boom Planning and Canvas Financial, both related to investment activities. He is a trader and portfolio analyst, managing investment models and trading portfolios.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLC
January 2019 - Present · 7 yrs 9 mos
Ameritas Investment Company, LLCBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Ameritas Advisory Services
January 2019 - November 2021 · 2 yrs 10 mos
H.D. Vest Advisory Services, INC
August 2018 - December 2018 · 4 mos
Hd Vest Investment ServicesBroker
August 2018 - December 2018 · 4 mos
Ameritas Investment CORP.Broker
April 2012 - September 2018 · 6 yrs 5 mos
Ameritas Investment CORP
April 2012 - September 2018 · 6 yrs 5 mos
M&t Securities, INC.
August 2008 - April 2012 · 3 yrs 8 mos
M&t Securities, INC.Broker
August 2008 - April 2012 · 3 yrs 8 mos
PNC Investments
September 2007 - August 2008 · 11 mos
PNC InvestmentsBroker
September 2007 - August 2008 · 11 mos
Mercantile Brokerage Services, INC.
May 2005 - September 2007 · 2 yrs 4 mos
Mercantile Brokerage Services, INC.Broker
June 2004 - September 2007 · 3 yrs 3 mos
Ameritas Investment CORP.Broker
October 2003 - June 2004 · 8 mos
The Advisors Group, INC.Broker
May 1988 - October 2003 · 15 yrs 5 mos
State Registrations7 states
CAILINMDMIPATX
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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