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Scott Weinstein

Ameritas Advisory Services, LLC
35 Years of Experience
Oswego, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Scott Weinstein is a registered investment advisor at Ameritas Advisory Services, LLC, based in Oswego, IL, with 35 years of industry experience. Scott 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

Oswego, IL

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History

Regulatory History (1)
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Criminal
March 2023
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott is a general agent for Ameritas Life Insurance Corp, recruiting, training, and managing advisors for insurance sales, dedicating about a quarter of his time. He also shares his experiences with a planning software company and is a member of Cajew LLC, which involves minimal time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
February 2025 - Present · 1 yr 8 mos
Ameritas Investment Company, LLCBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - October 2023 · 1 yr 11 mos
Ameritas Advisory Services
February 2019 - November 2021 · 2 yrs 9 mos
On Investment Management CO
March 2013 - January 2019 · 5 yrs 10 mos
The O.N. Equity Sales CompanyBroker
September 2009 - December 2018 · 9 yrs 3 mos
AXA Advisors, LLCBroker
October 2007 - September 2009 · 1 yr 11 mos
Integrated Financial Planning ServicesBroker
November 2000 - August 2007 · 6 yrs 9 mos
Pruco Securities CorporationBroker
May 2000 - November 2000 · 6 mos
Jefferson Pilot Securities CorporationBroker
January 1999 - April 2000 · 1 yr 3 mos
MML Investors Services, INC.Broker
May 1998 - January 1999 · 8 mos
Metropolitan Life Insurance CompanyBroker
March 1991 - May 1998 · 7 yrs 2 mos
Metlife Securities INC.Broker
March 1991 - May 1998 · 7 yrs 2 mos
State Registrations7 states
AZFLIAILINMOWI
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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