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DE

David L. Ediger

AMERITAS ADVISORY SERVICES
EXETER, CA 93221
Some features on this profile are disabled
CRD#: 2597209
DE

Professional summary

David L Ediger, who also goes by David Lee Ediger, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Exeter, California and AMERITAS INVESTMENT COMPANY, LLC located in Exeter, California.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. David has worked at 19 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Lee Ediger

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David L Ediger'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®
None

Experience

Current

March 6, 2026 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 160 S E St, Exeter, CA 93221
RIA
CRD#: 317245
EXETER, CA
Current

March 6, 2026 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 160 S E St, Exeter, CA 93221
BD
CRD#: 14869
Exeter, CA
Past

July 7, 2023 - March 12, 2026

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
FRESNO, CA
Past

June 5, 2023 - March 12, 2026

NYLIFE SECURITIES LLC

BD
CRD#: 5167
FRESNO, CA
Past

February 15, 2022 - March 13, 2023

BANGERTER FINANCIAL SERVICES, INC.

RIA
CRD#: 171939
ROSEVILLE, CA
Past

January 12, 2022 - January 9, 2023

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
Roseville, CA
Past

December 24, 2019 - January 11, 2022

MAIN STREET ADVISORS, LLC

RIA
CRD#: 116303
Reddley, CA
Past

November 4, 2019 - January 3, 2022

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
TURLOCK, CA
Past

November 4, 2019 - January 3, 2022

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
TURLOCK, CA
Past

January 2, 2014 - November 15, 2019

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
Reedley, CA
Past

January 2, 2014 - November 15, 2019

SCF SECURITIES, INC.

BD
CRD#: 47275
REEDLEY, CA
Past

September 6, 2011 - January 6, 2014

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
REEDLEY, CA
Past

August 2, 2011 - January 6, 2014

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
REEDLEY, CA
Past

November 24, 2008 - September 2, 2011

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
REEDLEY, CA
Past

November 24, 2008 - September 2, 2011

SECURITIES AMERICA, INC.

BD
CRD#: 10205
REEDLEY, CA
Past

October 18, 2006 - December 9, 2008

QA3 FINANCIAL LLC

RIA
CRD#: 104957
REEDLEY, CA
Past

January 26, 2005 - December 9, 2008

QA3 FINANCIAL CORP.

BD
CRD#: 14754
REEDLEY, CA
Past

May 25, 2000 - January 20, 2005

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

December 15, 1999 - June 2, 2000

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

December 15, 1999 - June 2, 2000

AMERICAN UNITED LIFE INSURANCE COMPANY

BD
CRD#: 1075
INDIANAPOLIS, IN
Past

November 4, 1999 - December 15, 1999

UNITED SECURITIES ALLIANCE, INC.

BD
CRD#: 36487
GREENWOOD VILLAGE, CO

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
California
(3/6/2026)
IAR
California
(3/6/2026)
RR
Kansas
(3/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/30/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/22/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/25/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/6/1999
Investment Company Products/Variable Contracts Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/21/2026)
AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (3/21/2026)
AMERITAS WEALTH PLATFORM (3/21/2026)
GALAXY WRAP FEE BROCHURE (3/21/2026)
GALAXY II WRAP FEE BROCHURE (3/21/2026)
CONSTELLATION WRAP FEE PROGRAM (3/21/2026)

Regulatory assets under management

Total Number of Accounts41,501
AUM (Assets Under Management)$ 11,506,548,514

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245Exeter, CA 93221

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