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CFP
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CFP

Amy Blodgett

Ameritas Advisory Services, LLC
34 Years of Experience
San Carlos, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Amy Blodgett is a CFP-designated registered investment advisor at Ameritas Advisory Services, LLC, based in San Carlos, CA, with 34 years of industry experience. Amy 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

San Carlos, CA

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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
March 2021
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Amy is licensed as an independent insurance agent to sell fixed insurance products. She is also a partner in EDWAAR Realty Trust, Beach Bluff and Woodworks, Boom Planning, and Canvas Financial, spending nearly full-time on Canvas Financial to share ideas and help grow practices.

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
Ameritas Investment Company, LLC
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Ameritas Advisory Services
July 2018 - November 2021 · 3 yrs 4 mos
20/20 Capital Management, INC
December 2015 - January 2019 · 3 yrs 1 mo
Ameritas Investment CORP
June 2006 - October 2017 · 11 yrs 4 mos
Carillon Investments, INC
November 1999 - June 2006 · 6 yrs 7 mos
Carillon Investments, INC.Broker
July 1999 - June 2006 · 6 yrs 11 mos
Emmett a Larkin Company, INC.Broker
July 1997 - July 1999 · 2 yrs
Metlife Securities INC.Broker
June 1997 - May 1999 · 1 yr 11 mos
Metropolitan Life Insurance CompanyBroker
June 1997 - May 1999 · 1 yr 11 mos
Carillon Investments, INC.Broker
June 1995 - July 1997 · 2 yrs 1 mo
Allmerica Investments, INC.Broker
May 1992 - June 1995 · 3 yrs 1 mo
State Registrations44 states
AKARAZCACOCTDCFLGAHIIAIDILINKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
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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