Russell
Montgomerie
Ameritas Advisory Services, LLC
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About this Advisor
Russell Montgomerie is a financial advisor working in Boca Raton, Florida with a total of 2 years of relevant experience. Montgomerie is an advisor for Ameritas Advisory Services, LLC. During their career, the advisor has held roles at Ameritas Investment Corp, Ameritas Life Insurance Company, Lawless, Edwards & Warren, Montgomerie Financial and Ameritas Advisory Services, LLC. Montgomerie holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Ameritas Advisory Services, LLC is a company based out of Lincoln, NE. The firm has offices in 248 locations and a total of 592 financial advisors. It has $9 billion in total assets across its 35,218 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 38 charities and foundations. Of its 35,218 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a number of services, such as 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 fees typically are based on which services the firm provides the client. However, fees charged by Ameritas Advisory Services, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
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
Russell Montgomerie Work History
Russell has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Ameritas Investment Corp
Ameritas Life Insurance Company
Lawless, Edwards & Warren
Montgomerie Financial
*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.
Disclosures
Please visit the SEC profile of Russell Montgomerie 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
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Placerville, CA
Los Angeles, CA
Sudbury, MA
Overland Park, KS
Greensboro, NC
Appleton, WI
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 profile-compliance@smartasset.com.
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