CP
Christopher M. Pirtle
AMERITAS ADVISORY SERVICES
SILVER SPRINGS, MD 20910
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CRD#: 2128409
CP
Professional summary
Christopher Maurice Pirtle, who also goes by Chris Pirtle, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Silver Springs, Maryland and AMERITAS INVESTMENT COMPANY, LLC located in Silver Spring, Maryland.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Christopher has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Pirtle
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.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * FAIRFAX REALTY; 10770 COLUMBIA PIKE STE 250, SILVER SPRING MD 20901; NON-INV REL; REAL ESTATE SALES, PROPERTY MANAGEMENT; AGENT; START DATE=01/2000; HRS/MO=5; TRADING HRS/MO=0; PROPERTY SALES * PEAKE FINANCIAL WEALTH MANAGEMENT; SAME AS BRANCH; INV REL; INSURANCE AGENCY; MANAGING DIRECTOR; START DATE=03/2003; HRS/MO=40; TRADING HRS/MO=40; MANAGEMENT OF THE BUSINESS, EMPLOYEES, & CONTRACTED AGENTS * MELLON STREET INVESTMENT TRUST; SAME AS RESIDENCE; NON-INV REL; REAL ESTATE HOUSING AND DEVELOPMENT; PARTNER; START DATE=03/2013; HRS/MO=10; TRADING HRS/MO=0; MANAAGE TENANTS, IDENTIFY AND PURCHASE BUILDING/HOMES * Wellcentric Health Group Inc.; 5614 Connecticut, Washington DC 20015; non-inv rel; healthcare provider seeking to do business with the government of the District of Columbia-provide healthcare & pharmacy services for it's Managed Care Program; CEO/Chairman of Board; start date=09/2018; hrs/mo=10; trading hrs/mo=1; owner, CEO of Board
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Maurice Pirtle's 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®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 8737 Colesville Rd Ste 705, Silver Springs, MD 20910RIA
CRD#: 317245
SILVER SPRINGS, MD
Current
June 30, 2006 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 8737 Colesville Rd Ste 705, Silver Spring, MD 20910BD
CRD#: 14869
SILVER SPRING, MD
Past
June 30, 2006 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
June 13, 2003 - June 30, 2006
CARILLON INVESTMENTS, INC.
RIA
CRD#: 14646
SILVER SPRING, MD
Past
June 6, 2003 - June 30, 2006
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
SILVER SPRING, MD
Past
February 14, 2001 - June 19, 2003
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
February 29, 2000 - February 1, 2001
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
February 29, 2000 - February 1, 2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
Past
March 29, 1995 - February 28, 2000
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
April 26, 1993 - February 28, 2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
Past
April 2, 1991 - March 1, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
April 2, 1991 - March 1, 1993
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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".
AA
AMERITAS ADVISORY SERVICES, LLC
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.RR
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
RR
Alabama(9/10/2014)
RR
California(6/30/2006)
RR
Colorado(6/9/2017)
RR
Delaware(12/2/2022)
RR
District of Columbia(6/30/2006)
RR
Florida(6/30/2006)
RR
Georgia(6/30/2006)
RR
Illinois(1/28/2011)
RR
Indiana(5/1/2019)
RR
Kansas(2/20/2020)
RR
Louisiana(4/14/2021)
RR
Maryland(6/30/2006)
IAR
Maryland(11/1/2021)
RR
Michigan(6/30/2006)
RR
Minnesota(5/3/2019)
RR
Mississippi(6/2/2023)
RR
New Jersey(6/30/2006)
RR
New York(6/30/2006)
RR
North Carolina(4/11/2019)
RR
Ohio(1/2/2015)
RR
Oklahoma(3/2/2012)
RR
Pennsylvania(6/30/2006)
RR
Rhode Island(2/8/2021)
RR
Texas(12/2/2022)
IAR
Texas(12/6/2022)
RR
Virginia(6/30/2006)
RR
Washington(6/10/2021)
RR
West Virginia(1/8/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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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
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 | ||
| 07/23/2024 | ||
| 07/27/2023 |
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.
