Emanuel
Castelan

Ameritas Advisory Services, LLC

CRD#6847479
Investment Advisor
in Memphis, TN

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About this Advisor

Emanuel Castelan is a financial advisor based in Memphis, Tennessee, working with Ameritas Advisory Services, LLC. Emanuel has previously held positions at La Guadalupana, Christian Brothers University, New York Life Insurance Co, Nylife Securities LLC, Eagle Strategies LLC, Pinnacle Wealth Group, LLC, Ameritas Investment Company, LLC, and Ameritas Advisory Services, LLC. Emanuel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, Emanuel is part of Ameritas Advisory Services, LLC, which operates out of Memphis, Tennessee. 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 66

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

5865 Ridgeway Center Pkwy Ste 300
Memphis, TN 38120

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

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

545

TN Average: 226
Total Number of Accounts

39,033

TN Average: 7,467
Average Account Size

$263,605

TN 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

Emanuel Castelan Work History

2024 - Present (0 year)

Pinnacle Wealth Group, LLC

2024 - Present (0 year)

Ameritas Investment Company, LLC

2024 - Present (0 year)

Ameritas Advisory Services, LLC

2023 - Present (1 year)

Eagle Strategies LLC

2018 - Present (6 years)

Nylife Securities LLC

2017 - Present (7 years)

New York Life Insurance Co

2012 - 2016 (4 years)

Christian Brothers University

2007 - 2018 (11 years)

La Guadalupana

Disclosures

Please visit the SEC profile of Emanuel Castelan 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
Karina Rahn
Lincoln, NE
Tyler Mainquist
Lincoln, NE
Orlando Cruz
Charlotte, NC
Jori Guzhuna
New York, NY
Chase Guerrette
Presque Isle, ME
Quinton Storm
Tulsa, OK
Branden Heins
Surprise, AZ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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