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Samuel S. Nelson-archer
AMERITAS ADVISORY SERVICES
Bellaire, TX 77401
Some features on this profile are disabled
CRD#: 2586538
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Professional summary
Samuel Scott Nelson-archer, ChFC®, CLU®, who also goes by Samuel Scott Nelsonarcher, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Bellaire, Texas and AMERITAS INVESTMENT COMPANY, LLC located in Bellaire, Texas.
Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Samuel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Samuel Scott Nelsonarcher
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.
MD FINANCIAL SERVICES; SAME AS BRANCH; INV REL; FIXED INSURANCE; PRESIDENT; START DATE=11/2000; HRS/MO=150; TRADING HRS/MO=150; INSURANCE BUSINESS * MDDISABILITYQUOTES.COM; SAME AS BRANCH; INV REL; WEBSITE THAT PROVIDES INFORMATION ON DI FOR PHYSICIANS; AGENT; START DATE=03/2012; HRS/MO=20; TRADING HRS/MO=5; ADMINISTER THE WEB SITE AND SELL DISABILITY INSURANCE * MDFS PHYSICIANS NETWORK; SAME AS BRANCH; INV REL; ASSOCIATION TO PROVIDE PHYSICIANS WITH GENERAL INFORMATION ON FINANCIAL RELATED TOPICS AND CONDUCT FIXED INSURANCE SALES; AGENT; START DATE=12/2010; HRS/MO=2; TRADING HRS/MO=0; INSURANCE AGENT * AMERICAN BAR INSURANCE PLAN CONSULTANTS; SAME AS BRANCH; INV-REL; MARKET FIXED INSURANCE TO ATTORNEYS; AGENT; START DATE=12/2013; HRS/MO=3; TRADING HRS/MO=0; FIXED INSURANCE AGENT * DOCTOR AND SURGEON BENEFIT NETWORK LLC; SAME AS BRANCH; NON-INV REL; ASSOCIATION TO PROVIDE PHYSICIANS WITH GENERAL INFORMATION ON FINANCIAL RELATED TOPICS; GOVERNING MANAGER; START DATE=12/2010; HRS/MO=2; TRADING HRS/MO=0; KEEP ASSOCIATION BOOKS AND RECORDS AND SEND INFORMATION TO PHYSICIANS * Crisp Advisory; 4447 E Thorn Tree Dr, Cave Creek AZ 85331; non-inv rel; selling disability insurance; Agent; start date=02/2019; hrs/mo=5; trading hrs/mo=3; selling disability insurance along with term life * Southeast Financial Services; same as branch; inv rel; agency; Agent; start date=01/2020; hrs/mo=5; trading hrs/mo=5; life and disability business * The Charter Condo Rental; 120 Offerson Unitl 1160, Beaver Creek, CO 81620; non-inv rel; Condo handled as a hotel when we are not there; Owner; start date=11/2021; hrs/mo=0; trading hrs/mo=0; None
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Scott Nelson-archer'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®
Experience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 5555 West Loop S Ste 500, Bellaire, TX 77401RIA
CRD#: 317245
Bellaire, TX
Current
March 29, 2010 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 5555 West Loop S Ste 500, Bellaire, TX 77401BD
CRD#: 14869
Bellaire, TX
Past
April 7, 2010 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
March 2, 2005 - March 30, 2010
GUNNALLEN FINANCIAL, INC
RIA
CRD#: 17609
HOUSTON, TX
Past
May 6, 2004 - March 30, 2010
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
HOUSTON, TX
Past
October 1, 1997 - May 11, 2004
OSAIC FS, INC.
RIA
CRD#: 3870
HOUSTON, TX
Past
October 1, 1997 - May 11, 2004
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
June 10, 1996 - October 1, 1997
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
BD
CRD#: 5178
FORT WAYNE, IN
Past
February 15, 1995 - June 18, 1996
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, 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
Arizona(5/29/2013)
RR
Colorado(6/21/2010)
IAR
Colorado(11/1/2021)
RR
District of Columbia(2/28/2019)
RR
Florida(8/10/2016)
RR
Michigan(8/1/2012)
RR
Texas(3/29/2010)
IAR
Texas(11/1/2021)
RR
Wisconsin(6/21/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
