Chad
Nason
Ameritas Advisory Services, LLC
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About this Advisor
Chad Nason is a financial advisor based out of Pittsburgh, Pennsylvania with a total of 2 years of industry experience. Nason works at Ameritas Advisory Services, LLC. Nason has gained experience at The Advisors Group Of Pittsburgh, Groupon, Ameritas Investment Corp, Ameritas Life Insurance Corp, Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa and Ameritas Advisory Services, LLC. Nason maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania and Texas. Ameritas Advisory Services, LLC is an advisory company that has its headquarters in Lincoln, NE. The firm has offices in 248 locations and a total of 592 advisors. It oversees $9 billion in assets between its 35,218 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 38 charities and foundations. Of its 35,218 client accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a diverse range 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. Financial management fee schedules vary depending on which services the firm provides the client. However, fees charged by Ameritas Advisory Services, LLC most likely consist 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
Chad Nason Work History
Chad has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Ameritas Investment Corp
Ameritas Life Insurance Corp
The Advisors Group Of Pittsburgh
Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa
Groupon
*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 Chad Nason 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
San Ramon, CA
Dallas, TX
Sudbury, MA
Appleton, WI
Tampa, FL
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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