Mitchell
Ostrove

Ameritas Advisory Services, LLC

CRD#354081
Investment Advisor
in West Harrison, NY

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About this Advisor

Mitchell Ostrove is a financial advisor based in West Harrison, New York, working with Ameritas Advisory Services, LLC. Mitchell has previously held positions at The Ostrove Group, Ameritas Investment Corp, Ameritas Life Insurance, Ameritas Life Insurance Corp Of New York, Prb Wealth Management, and Ameritas Advisory Services, LLC. Mitchell has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Mitchell is part of Ameritas Advisory Services, LLC, which operates out of West Harrison, New York. 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 65, Chartered Financial Consultant

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

4 New King St Suite 104A
West Harrison, NY 10604

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

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

545

NY Average: 226
Total Number of Accounts

39,033

NY Average: 7,467
Average Account Size

$263,605

NY 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

Mitchell Ostrove Work History

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2006 - Present (18 years)

Ameritas Investment Corp

2006 - Present (18 years)

Ameritas Life Insurance

2006 - Present (18 years)

Ameritas Life Insurance Corp Of New York

1981 - Present (43 years)

The Ostrove Group

2006 - 2019 (13 years)

Prb Wealth Management

Disclosures

Please visit the SEC profile of Mitchell Ostrove 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

Jonathan Goohs
Melville, NY
Meridith Carter
Lawrence, KS
Tayton Bair
Flagstaff, AZ
Branden Heins
Surprise, AZ
Michael Arthurs
Folsom, CA
Angela Taliaferro
San Francisco, CA
Quinton Storm
Tulsa, OK
Nicholas Smith
Dallas, TX

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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