Salvatore
Lombardi
Ameritas Advisory Services, LLC
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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
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
Salvatore Lombardi Work History
Salvatore has been registered as a financial advisor for 1 years.*
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Life Insurance
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
Lincoln, NE
Charlotte, NC
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Greensboro, NC
Appleton, WI
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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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