Salvatore
Lombardi

Ameritas Advisory Services, LLC

CRD#2589559
Investment Advisor
in Westborough, MA

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About this Advisor

Salvatore Lombardi is a financial advisor who works out of Westborough, Massachusetts who has 1 year of industry experience. Lombardi is currently employed by Ameritas Advisory Services, LLC. Throughout their career, Lombardi has worked at Ameritas Investment Company, LLC, Ameritas Life Insurance, American Financial Partners and Ameritas Advisory Services, LLC. Lombardi has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Ameritas Advisory Services, LLC is a financial advisory business that has its headquarters in Lincoln, NE. It has offices in 248 locations and a total of 592 employees. It controls $9 billion in total assets between its 35,218 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 38 charitable organizations. Of its 35,218 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. Ameritas Advisory Services, LLC provides a number 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. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types billed by Ameritas Advisory Services, LLC most likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, 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

1900 West Park Dr Ste 280
Westborough, MA 01581

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

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

592

MA Average: 226
Total Number of Accounts

35,218

MA Average: 7,467
Average Account Size

$242,342

MA 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

Salvatore Lombardi Work History

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

2022 - Present (2 years)

Ameritas Advisory Services, LLC

2013 - Present (11 years)

Ameritas Investment Company, LLC

2013 - Present (11 years)

Ameritas Life Insurance

2013 - Present (11 years)

American Financial Partners

*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 Salvatore Lombardi 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

Elizabeth Fowlks
Sudbury, MA
Greggory Glass
Overland Park, KS
Patrick Kim
Los Angeles, CA
Jaclyn Bautista
Tampa, FL
Christopher Riel
San Ramon, CA
Daniel Billings
Greensboro, NC
Amanda Ross
Appleton, WI
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 profile-compliance@smartasset.com.

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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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