Salvatore D. Lombardi
Professional summary
Salvatore Daniel Lombardi, who also goes by Tory Lombardi, Sal Lombardi, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Westborough, Massachusetts and AMERITAS INVESTMENT COMPANY, LLC located in Westborough, Massachusetts.
Salvatore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Salvatore has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Salvatore Daniel Lombardi's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 11, 2022 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 1900 West Park Dr Ste 280, Westborough, MA 01581March 1, 2013 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 1900 West Park Drive Ste 280, Westborough, MA 01581May 18, 2006 - December 31, 2008
MML INVESTORS SERVICES, LLC
May 12, 2006 - January 8, 2013
MML INVESTORS SERVICES, LLC
February 28, 2005 - April 3, 2006
SECURIAN FINANCIAL SERVICES, INC.
January 21, 2005 - April 3, 2006
SECURIAN FINANCIAL SERVICES, INC.
June 21, 1999 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
June 21, 1999 - January 6, 2005
EQUITABLE ADVISORS, LLC
May 7, 1997 - June 18, 1999
PRUCO SECURITIES, LLC.
June 14, 1995 - April 18, 1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
June 14, 1995 - April 18, 1997
OSAIC FA, INC.
Primary Firm SEC Registration
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/1/2013)
(10/11/2022)
(4/28/2017)
(3/1/2013)
Exams
FINRA
Current Firm
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
Contact information
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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Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Westborough, MA 01581TRUST BUT VERIFY
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