Christopher
Riel

Ameritas Advisory Services, LLC

CRD#6222615
Investment Advisor
in San Ramon, CA

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About this Advisor

Christopher Riel is a financial advisor based in San Ramon, California, working with Ameritas Advisory Services, LLC. Christopher has previously held positions at Ameritas Life Insurance Corp, Ameritas Investment Corp, David White & Associates, Ameritas Advisory Services, LLC, and Riel Financial. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Christopher 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3150 Crow Canyon Pl Ste 200
San Ramon, CA 94583

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

CA Average: $1,978,216,465
Total Number of Employees

545

CA Average: 226
Total Number of Accounts

39,033

CA Average: 7,467
Average Account Size

$263,605

CA Average: $264,928

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

Christopher Riel Work History

2023 - Present (2 years)

Riel Financial

2021 - Present (4 years)

Ameritas Advisory Services, LLC

2014 - Present (11 years)

Ameritas Investment Corp

2013 - Present (12 years)

Ameritas Life Insurance Corp

2013 - Present (12 years)

David White & Associates

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Disclosures

Please visit the SEC profile of Christopher Riel 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

David Lien
Irvine, CA
Michael Mccarthy
Toledo, OH
Angela Taliaferro
San Francisco, CA
Meridith Carter
Lawrence, KS
Branden Heins
Surprise, AZ
Karina Rahn
Lincoln, NE
Quinton Storm
Tulsa, OK
Tyler Mainquist
Lincoln, NE

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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