Brendan
Halick
Ameritas Advisory Services, LLC
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About this Advisor
Brendan Halick is a financial advisor based in San Ramon, California, working with Ameritas Advisory Services, LLC. Brendan has previously held positions at Enterprise Rent-A-Car, Sodexo, Moresi's Chophouse, Lewis University, Foresters Financial Services, Massachusetts Mutual Life Insurance Company, MML Investors Services, HSBC Securities USA Inc, HSBC Bank USA NA, Lending Club, American Income Life Insurance Company, David White & Associates, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, and Barto Lucas. Brendan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Brendan is part of Ameritas Advisory Services, LLC, which operates out of San Ramon, California. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brendan Halick Work History
Barto Lucas
David White & Associates
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Hsbc Securities Usa Inc
Hsbc Bank Usa Na
Lending Club
American Income Life Insurance Company
Foresters Financial Services
Massachusetts Mutual Life Insurance Company
Mml Investors Services
Foresters Financial Services
Enterprise Rent-A-Car
Sodexo
Moresi'S Chophouse
Lewis University
Disclosures
Please visit the SEC profile of Brendan Halick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ameritas Advisory Services, LLC
Folsom, CA
San Ramon, CA
Flagstaff, AZ
Newport, RI
New York, NY
Irvine, CA
Tulsa, OK
Surprise, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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