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Nicholas Mccleary

Ameritas Advisory Services, LLC
14 Years of Experience
Dewitt, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Nicholas Mccleary is a registered investment advisor at Ameritas Advisory Services, LLC, based in Dewitt, MI, with 14 years of industry experience. Nicholas 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

132 N Bridge St Ste B, Dewitt, MI, 48820

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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.
Civil
March 2013
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Nicholas is the President/Co-owner of Castle Financial Partners LLC, where he manages agents and provides fixed insurance products, dedicating about a quarter of his time. He also owns NM Financial LLC for his securities, advisory, and planning business, taking about half his time, and is a member of McCleary Properties LLC, which owns his office space, requiring minimal time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Ameritas Advisory Services
November 2018 - November 2021 · 3 yrs
Oneamerica Securities, INC.Broker
May 2018 - November 2018 · 6 mos
Oneamerica Securities, INC.
May 2018 - November 2018 · 6 mos
Principal Securities, INC.
January 2013 - May 2018 · 5 yrs 4 mos
Principal Securities, INC.Broker
January 2013 - May 2018 · 5 yrs 4 mos
Securian Financial Services, INC.
August 2012 - February 2013 · 6 mos
Securian Financial Services, INC.Broker
July 2012 - February 2013 · 7 mos
State Registrations15 states
AZCACOFLGAILINKYMIMNNYOHTXVAWI
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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