Patrisha Lee

AMERITAS ADVISORY SERVICES

PLANO, TX

Some features on this profile are disabled

CRD#: 1624182

Professional summary

Patrisha Lee, CFP®, who also goes by Patte Lee, Patrisha Skeete, Patrisha L Skeete, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Plano, Texas and AMERITAS INVESTMENT COMPANY, LLC located in Plano, Texas.

Patrisha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Patrisha has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patte Lee | Patrisha Skeete | Patrisha L Skeete

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.

PLSH, LLC/DBA CAPITAL FINANCIAL ARCHITECTS; SAME AS BRANCH; INV REL; PROVIDE INSURANCE PRODUCTS AND SERVICES-DISABILITY, LIFE, FIXED ANNUITIES; DIRECTOR/OWNER; START DATE=05/2015; HRS/MO=80; TRADING HRS/MO=60; WORK WITH CLIENTS TO UNCOVER RISKS AND SUGGEST PRODUCTS TO REDUCE THESE RISKS * SOUTHERN METHODIST UNIVERSITY; 5539 SMU BLVD, DALLAS TX 75206; NON-INV REL; TEACHING CONTINUING EDUCATION CLASSES; INSTRUCTOR; START DATE=05/2011; HRS/MO=6; TRADING HRS/MO=1; PROVIDE GENERAL FINANCIAL EDUCATION WITHOUT SELLING ANY PRODUCTS OR SERVICES * TruTrak Planning; 5080 Spectrum Dr Ste 1000E, Addison, TX 75001; inv-rel; Disability and Life insurance; agent; start date=09/2019; hrs/mo=2; trading hrs/mo=2; write insurance business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrisha Lee'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #3: 2626 Cole Ave 3rd Floor, Dallas, TX 75204

RIA

CRD#: 317245

PLANO, TX

Current

September 3, 2019 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 5465 Legacy Dr Ste 650, Plano, TX 75024

CRD#: 14869

Plano, TX

Past

September 17, 2019 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

LINCOLN, NE

Past

December 3, 2015 - September 11, 2019

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

ADDISON, TX

Past

November 25, 2015 - September 11, 2019

PARK AVENUE SECURITIES LLC

CRD#: 46173

ADDISON, TX

Past

April 7, 2009 - May 18, 2015

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

DALLAS, TX

Past

March 5, 2009 - May 18, 2015

MML INVESTORS SERVICES, LLC

CRD#: 10409

DALLAS, TX

Past

November 6, 2006 - December 22, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DALLAS, TX

Past

November 6, 2006 - December 22, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DALLAS, TX

Past

November 30, 2005 - October 17, 2006

OSAIC FA, INC.

RIA

CRD#: 3978

DALLAS, TX

Past

October 5, 2005 - April 6, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

October 5, 2005 - October 17, 2006

OSAIC FA, INC.

CRD#: 3978

DALLAS, TX

Past

May 30, 2005 - August 5, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

May 30, 2005 - August 5, 2005

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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

California
(9/3/2019)

Connecticut
(4/28/2023)

Georgia
(9/3/2019)

Missouri
(2/26/2024)

New Mexico
(10/16/2020)

North Carolina
(9/3/2019)

Oklahoma
(10/27/2022)

Tennessee
(1/19/2023)

Texas
(9/4/2019)

IAR

Texas
(11/1/2021)

Wisconsin
(11/22/2019)

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

IAR

Series 65

Date: 12/2/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/15/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/28/2005

General Securities 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patrisha Lee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrisha Lee's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2006

Series 63

Date: 11/15/2005

SIE

Date: 10/1/2018

Series 7

Date: 5/28/2005

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

Similar Advisors