Amy R. Blodgett
AMERITAS ADVISORY SERVICES
San Francisco, CA 94129
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CRD#: 2226903
Professional summary
Amy Rogers Blodgett, CFP® is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in San Francisco, California and AMERITAS INVESTMENT COMPANY, LLC located in San Francisco, California.
Amy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Amy 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
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.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * EDWAAR REALTY TRUST AND BEACH BLUFF AND WOODWORKS AND LEAVITT REALTY TRUST AND LONDONDERRY LAND MANAGEMENT AND WOODSTOCK SECURITIES CORP; 148 Beach Bluff Ave, Swampscott MA 01907; non-inv rel; family partnership-some real estate, some investments; Partner; start date=05/1964; hrs/mo=0; trading hrs/mo=0; family partnership-I don't do anything * BOOM PLANNING; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; OWNER; START DATE=09/2009; HRS/MO=1; TRADING HRS/MO=1; FINANCIAL PLANNING * Office Rent for my Office; same as branch; non-inv rel; collecting rent for two of my offices; Owner; start date=01/2017; hrs/mo=0; trading hrs/mo=0; collect rent for two office, no other duties * CANVAS FINANCIAL; SAME AS BRANCH; INV REL; DBA USED FOR MARKETING AND FIRM CONSOLIDATION PURPOSES; PARTNER; START DATE=08/2018; HRS/MO=200; TRADING HRS/MO=130; SHARE IDEAS WITH PARTNERS, HELP GROW EVERYONE'S PRACTICES
CRS (Client Relationship Summary) - RIA
Click below to view Amy Rogers Blodgett'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®
CFP®
Start date: 1996
Experience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 38 Keyes Ave Ste 125, San Francisco, CA 94129RIA
CRD#: 317245
San Francisco, CA
Current
June 30, 2006 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 38 Keyes Ave Ste 125, San Francisco, CA 94129BD
CRD#: 14869
San Francisco, CA
Past
July 12, 2018 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
San Francisco, CA
Past
December 4, 2015 - January 2, 2019
20/20 CAPITAL MANAGEMENT, INC
RIA
CRD#: 281692
San Francisco, CA
Past
June 30, 2006 - October 2, 2017
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
San Francisco, CA
Past
November 22, 1999 - June 30, 2006
CARILLON INVESTMENTS, INC.
RIA
CRD#: 14646
SAN FRANCISCO, CA
Past
July 13, 1999 - June 30, 2006
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
SAN FRANCISCO, CA
Past
July 25, 1997 - July 14, 1999
EMMETT A LARKIN COMPANY, INC.
BD
CRD#: 6625
SAN FRANCISCO, CA
Past
June 26, 1997 - May 19, 1999
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
June 26, 1997 - May 19, 1999
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
June 15, 1995 - July 23, 1997
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
CINCINNATI, OH
Past
May 1, 1992 - June 16, 1995
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
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
Alaska(10/29/2019)
RR
Arizona(11/30/2022)
RR
Arkansas(11/29/2022)
RR
California(6/30/2006)
IAR
California(11/1/2021)
RR
Colorado(6/30/2006)
RR
Connecticut(6/30/2006)
RR
District of Columbia(5/30/2019)
RR
Florida(6/30/2006)
RR
Georgia(5/25/2012)
RR
Hawaii(5/24/2012)
RR
Idaho(12/1/2014)
RR
Illinois(6/30/2006)
RR
Indiana(10/14/2015)
RR
Iowa(5/28/2021)
RR
Kentucky(5/13/2009)
RR
Louisiana(5/30/2019)
RR
Maine(8/15/2008)
RR
Maryland(6/30/2006)
RR
Massachusetts(6/30/2006)
RR
Michigan(5/17/2011)
RR
Minnesota(8/24/2006)
RR
Missouri(4/23/2019)
RR
Nebraska(4/12/2022)
RR
Nevada(8/24/2006)
RR
New Hampshire(4/6/2022)
RR
New Jersey(6/30/2006)
RR
New Mexico(9/13/2013)
RR
New York(6/30/2006)
RR
North Carolina(3/2/2018)
RR
Ohio(6/30/2006)
RR
Oklahoma(5/30/2019)
RR
Oregon(6/30/2006)
RR
Pennsylvania(7/24/2017)
RR
Rhode Island(6/30/2006)
RR
South Carolina(6/23/2023)
RR
Tennessee(4/25/2018)
RR
Texas(6/30/2006)
IAR
Texas(11/1/2021)
RR
Utah(8/24/2006)
RR
Vermont(6/30/2006)
RR
Virginia(6/30/2006)
RR
Washington(6/30/2006)
RR
West Virginia(5/30/2019)
RR
Wisconsin(6/17/2009)
RR
Wyoming(5/30/2019)
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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245San Francisco, CA 94129TRUST BUT VERIFY
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