TrueAdvisor
TrueAdvisor
DF
DF

Daniel Fusco

Ameritas Advisory Services, LLC
14 Years of Experience
Saint Johns, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Daniel Fusco is a registered investment advisor at Ameritas Advisory Services, LLC, based in Saint Johns, FL, with 14 years of industry experience. Daniel 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

Saint Johns, FL

Get directions

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.
Criminal
January 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameritas Advisory Services, LLC
June 2026 - Present · 4 mos
Ameritas Investment Company, LLCBroker
June 2026 - Present · 4 mos
Ameritas Investment Company, LLC
June 2026 - Present · 4 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner
May 2026 - June 2026 · 1 mo
United Planners' Financial Services of America a Limited PartnerBroker
May 2026 - June 2026 · 1 mo
LPL Financial LLC
November 2024 - September 2025 · 10 mos
LPL Financial LLCBroker
November 2024 - September 2025 · 10 mos
Morgan StanleyBroker
January 2020 - June 2024 · 4 yrs 5 mos
Morgan Stanley
January 2020 - June 2024 · 4 yrs 5 mos
UBS Financial Services INC.
February 2017 - January 2020 · 2 yrs 11 mos
UBS Financial Services INC.Broker
May 2016 - January 2020 · 3 yrs 8 mos
Winslow Wealth Management LLC
October 2015 - April 2016 · 6 mos
Winslow, Evans & Crocker, INC.
February 2015 - April 2016 · 1 yr 2 mos
Winslow, Evans & Crocker, INC.Broker
January 2015 - April 2016 · 1 yr 3 mos
Charles Schwab & CO., INC.
September 2011 - January 2015 · 3 yrs 4 mos
Charles Schwab & CO., INC.Broker
May 2011 - January 2015 · 3 yrs 8 mos
State Registrations2 states
FLNE
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.
More Advisors
More financial advisors in Saint Johns, FL →All financial advisors in Florida →