Anna
Pulgiano
Ameritas Advisory Services, LLC
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About this Advisor
Anna Pulgiano is a financial advisor who works out of Melville, New York with 2 years of relevant experience. Pulgiano works at Ameritas Advisory Services, LLC. During their career, Pulgiano has held roles at Union Benefit Planning, Lincoln Financial Advisors, Ameritas Investment Corp, Ameritas Life Insurance Corp, Group Benefits & Administration, Union Benefit Planners, Acrisure and Ameritas Advisory Services, LLC. Pulgiano maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey and New York. Ameritas Advisory Services, LLC is a financial advisory company based in Lincoln, NE. It has offices in 248 locations and a total of 592 employees. It manages $9 billion in assets under management across its 35,218 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 38 charitable organizations. Of its 35,218 customer accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets. 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. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fees billed by Ameritas Advisory Services, LLC can include 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
Anna Pulgiano Work History
Anna has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Ameritas Investment Corp
Acrisure
Ameritas Life Insurance Corp
Group Benefits & Administration
Union Benefit Planners
Lincoln Financial Advisors
Union Benefit Planning
*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 Anna Pulgiano 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
Placerville, CA
Dewitt, MI
Sudbury, MA
Tampa, FL
Overland Park, KS
San Ramon, CA
Los Angeles, CA
Greensboro, NC
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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