Emmelis
Keaney

Ameritas Advisory Services, LLC

CRD#5996702
Investment Advisor
in Stuart, FL

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About this Advisor

Emmelis Keaney is a financial advisor based in Stuart, Florida, working with Ameritas Advisory Services, LLC. Emmelis has previously held positions at Keaney Financial Services Corp, Ameritas Investment Corp, Ameritas Life Insurance Corp, Disability Insurance Queen & Di Queen, Ameritas Advisory Services, LLC, and Indian River State College. Emmelis has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Emmelis is part of Ameritas Advisory Services, LLC, which operates out of Stuart, Florida. 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 66

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

Keaney Financial Svcs Corp 759 Sw Federal Hwy Ste 326
Stuart, FL 34994

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

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

545

FL Average: 226
Total Number of Accounts

39,033

FL Average: 7,467
Average Account Size

$263,605

FL 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

Emmelis Keaney Work History

2023 - Present (1 year)

Indian River State College

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2020 - Present (4 years)

Disability Insurance Queen & Di Queen

2013 - Present (11 years)

Ameritas Investment Corp

2013 - Present (11 years)

Ameritas Life Insurance Corp

2011 - Present (13 years)

Keaney Financial Services Corp

Disclosures

Please visit the SEC profile of Emmelis Keaney 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

Barbara Redstone
Plano, TX
Angela Taliaferro
San Francisco, CA
Nicholas Smith
Dallas, TX
David Beltz
Carnegie, PA
Evan Rump
Perrysburg, OH
Jori Guzhuna
New York, NY
Quinton Storm
Tulsa, OK
Paul Mattke
Milton, FL

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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