Patrick M. Pillsbury

AMERITAS ADVISORY SERVICES

CHICO, CA 95928

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CRD#: 1073794

Professional summary

Patrick Malcolm Pillsbury is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Chico, California and AMERITAS INVESTMENT COMPANY, LLC located in Chico, California.

Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Patrick has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PILLSBURY ASSOCIATES INSURANCE & BENEFITS; SAME AS BRANCH; INV REL; SALES & SERVICE OF LIFE PRODUCTS; PRESIDENT/CEO; START DATE=1990; HRS/MO=100; TRADING HRS/MO=100; SALES & SERVICE OF LIFE PRODUCTS * CAPSTONE FINANCIAL GROUP; 620 COOLIDGE DR STE 165, FOLSOM, CA, 95630; INV REL; FINANCIAL SERVICES; AGENT; START DATE=07/2015; HRS/MO=80; TRADING HRS/MO=80; FINANCIAL SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Malcolm Pillsbury's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 2, 2022 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 2627 Forest Avenue, Chico, CA 95928

RIA

CRD#: 317245

CHICO, CA

Current

August 1, 2022 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 2627 Forest Avenue, Chico, CA 95928

CRD#: 14869

CHICO, CA

Past

July 20, 2022 - July 21, 2022

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

FOLSOM, CA

Past

January 23, 2009 - August 1, 2022

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LAVISTA, NE

Past

January 23, 2009 - August 1, 2022

SECURITIES AMERICA, INC.

CRD#: 10205

CHICO, CA

Past

May 4, 2004 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

RIA

CRD#: 40395

CHICO, CA

Past

October 18, 2002 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

CHICO, CA

Past

April 13, 1984 - October 16, 2002

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

February 1, 1983 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(8/4/2022)

California
(8/1/2022)

IAR

California
(8/2/2022)

Idaho
(8/4/2022)

Nebraska
(8/4/2022)

Nevada
(8/4/2022)

Oregon
(11/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/7/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/31/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/3/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/31/1983

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Patrick M. Pillsbury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Malcolm Pillsbury's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

BRECEK & YOUNG ADVISORS, INC.

BRECEK & YOUNG ADVISORS, INC.

MML INVESTORS SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/7/2011

Series 65

Date: 12/31/1999

SIE

Date: 10/1/2018

Series 7

Date: 3/3/2008

Series 6

Date: 1/31/1983

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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