Ameritas Advisory Services, LLC

Investment Advisor
in Chino Hills, CA

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About this Advisor

Cody Darrow is a financial advisor who works out of Chino Hills, California who has 1 year of industry experience. Darrow currently works for Ameritas Advisory Services, LLC. During their career, the advisor has held roles at American United Life, Oneamerica Securities, Student, Mass Mutual, Ameritas Advisory Services, Capstone Financial Group, Darrowwealth Group and Ameritas Insurance Company. Darrow maintains a Series 65 license, designating them as an investment advisor representative, and is able to operate in California. Ameritas Advisory Services, LLC is a firm headquartered in Lincoln, NE. The firm has offices in 248 locations and a total of 592 people on staff. It handles $9 billion in assets under management between its 35,218 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 38 charities and foundations. Of its 35,218 accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Ameritas Advisory Services, LLC provides a diverse range of services, including 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. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees billed by Ameritas Advisory Services, LLC can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

Chino Hills, CA

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management


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


CA Average: 226
Total Number of Accounts


CA Average: 7,467
Average Account Size


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

Cody Darrow Work History

Cody has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Ameritas Advisory Services

2022 - Present (1 year)

Capstone Financial Group

2022 - Present (1 year)

Darrowwealth Group

2022 - Present (1 year)

Ameritas Insurance Company

2022 - 2022 (< 1 year)

American United Life

2022 - 2022 (< 1 year)

Oneamerica Securities

2020 - 2022 (2 years)

Mass Mutual

2012 - 2020 (8 years)


*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Cody Darrow 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

Joshua Moskowitz
Centreville, VA
Corey Boerner
Salisbury, MD
Elizabeth Fowlks
Sudbury, MA
Greggory Glass
Overland Park, KS
Gordon Thorn
Overland Park, KS
Daniel Billings
Greensboro, NC
Patrick Kim
Los Angeles, CA
Craig Hausz
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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