David
Beltz

Ameritas Advisory Services, LLC

CRD#2749428
Investment Advisor
in Carnegie, PA

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About this Advisor

David Beltz is a chartered financial consultant working out of Carnegie, Pennsylvania with 2 years of relevant experience. Beltz is on the advisory team at Ameritas Advisory Services, LLC. Their career trajectory has included roles at The Prudential Insurance Co. Of America, Metropolitan Life Insurance Company, Metlife Securities Inc, Sagepoint Financial, Pruco Securites, LLC, Ameritas Advisory Services, LLC, Massmutual, Mml Investors Services, Aig Financial Network, Ameritas Investment Corp, Ameritas Life Insurance Corp and Beltz Financial Group. Beltz holds a Series 63 license, designating them as a securities representative, and is approved to work in Pennsylvania. Ameritas Advisory Services, LLC is a firm operating out of Lincoln, NE. The firm has offices in 248 locations and a total of 592 advisors. It controls $9 billion in assets under management between its 35,218 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 38 charities and foundations. Of its 35,218 client accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. Ameritas Advisory Services, LLC offers a broad set 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Ameritas Advisory Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

2 years

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

102 Broadway Street Suite 502
Carnegie, PA 15106

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

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

592

PA Average: 226
Total Number of Accounts

35,218

PA Average: 7,467
Average Account Size

$242,342

PA 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

David Beltz Work History

David has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2019 - Present (5 years)

Ameritas Investment Corp

2019 - Present (5 years)

Ameritas Life Insurance Corp

2019 - Present (5 years)

Beltz Financial Group

2016 - 2019 (3 years)

Massmutual

2016 - 2019 (3 years)

Mml Investors Services

2015 - 2016 (1 year)

The Prudential Insurance Co. Of America

2015 - 2016 (1 year)

Pruco Securites, LLC

2014 - 2015 (1 year)

Sagepoint Financial

2014 - 2015 (1 year)

Aig Financial Network

1996 - 2014 (18 years)

Metropolitan Life Insurance Company

1996 - 2013 (17 years)

Metlife Securities Inc

*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 David Beltz 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

Eric Stevens
Exeter, CA
Catherine Jones
Lincoln, NE
Christopher Riel
San Ramon, CA
Nicholas Mccleary
Dewitt, MI
Louay Elhadj
Placerville, CA
Craig Hausz
Dallas, TX
Patrick Kim
Los Angeles, CA
Jaclyn Bautista
Tampa, FL

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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