Adam Dewight Howell

Ameritas Advisory Services, LLC

30 Years of Experience

Broker

View SEC Summary

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.

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

AdvisorBrokerBoth

Exams

No exam information available for this advisor.