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Christopher Pirtle

Ameritas Advisory Services, LLC
35 Years of Experience
Silver Spring, MD
1 DisclosureBrokerSells Insurance
View SEC Summary
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Christopher Pirtle is a registered investment advisor at Ameritas Advisory Services, LLC, based in Silver Spring, MD, with 35 years of industry experience. Christopher 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

8737 Colesville Rd Ste 705, Silver Spring, MD, 20910

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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
September 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is a licensed independent insurance agent selling fixed insurance products and a managing director at Peake Financial Wealth Management, an insurance agency, dedicating about a quarter of his time to the latter. He is also involved in real estate and healthcare ventures, including being a partner in Mellon Street Investment Trust and CEO/Chairman of the Board of Wellcentric Health Group Inc.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Ameritas Advisory Services
June 2006 - November 2021 · 15 yrs 5 mos
Carillon Investments, INC
June 2003 - June 2006 · 3 yrs
Carillon Investments, INC.Broker
June 2003 - June 2006 · 3 yrs
Mony Securities CorporationBroker
February 2001 - June 2003 · 2 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
February 2000 - February 2001 · 1 yr
Robert W. Baird & CO. IncorporatedBroker
February 2000 - February 2001 · 1 yr
Robert W. Baird & CO. IncorporatedBroker
March 1995 - February 2000 · 4 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
April 1993 - February 2000 · 6 yrs 10 mos
Pruco Securities CorporationBroker
April 1991 - March 1993 · 1 yr 11 mos
The Prudential Insurance Company of AmericaBroker
April 1991 - March 1993 · 1 yr 11 mos
State Registrations27 states
ALCACODCDEFLGAILINKSLAMDMIMNMSNCNJNYOHOKPARISCTXVAWAWV
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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