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Shahid A. Syed
AMERITAS ADVISORY SERVICES
Roslyn Heights, NY 11577
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CRD#: 2743596
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Professional summary
Shahid Ali Syed is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Roslyn Heights, New York and AMERITAS INVESTMENT COMPANY, LLC located in Roslyn Heights, New York.
Shahid is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Shahid has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 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 * MIRQUEST FINANICAL, LLC; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; MEMBER, PRESIDENT; STARTED DATE=06/2007; HRS/MO=168; TRADING HRS/MO=130; SALES, RECRUITING, TRAINING AND SUPERVISING AGENTS/BROKERS SELLING FINANCIAL SERVICE PRODUCTS * MIRQUEST INSURANCE SERVICES, LLC; SAME AS BRANCH; INV REL; PROPERTY AND CASUALTY INSURANCE SALES; EXECUTIVE DIRECTOR; START DATE=12/2012; HRS/MO=10; TRADING HRS/MO=5; HELP IN BUSINESS PLANNING, ADMINISTRATION, MARKETING AND COACHING * VISTA MARKETING PARTNERS LLC; INV REL; 1000 N. KING ST, WILMINGTON, DE 19801; MARKETING INSURANCE; PARTNER; START DATE=10/2025; HRS/MO=10; TRADING HRS/MO=5; STRATEGIC GROWTH AND PLANNING, CARRIER CONTRACTING WITH MULTIPLE INSURANCE COMPANIES
CRS (Client Relationship Summary) - RIA
Click below to view Shahid Ali Syed'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: 7 Schoolhouse Ln, Roslyn Heights, NY 11577RIA
CRD#: 317245
Roslyn Heights, NY
Current
May 23, 2008 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 7 Schoolhouse Ln, Roslyn Heights, NY 11577BD
CRD#: 14869
Roslyn Heights, NY
Past
June 9, 2021 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
EAST MEADOW, NY
Past
August 9, 2006 - May 28, 2008
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEW YORK, NY
Past
August 29, 1996 - August 3, 2006
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
JACKSON HEIGHTS, NY
Past
August 29, 1996 - August 3, 2006
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
JACKSON HEIGHTS, NY
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(3/29/2012)
RR
Arkansas(12/20/2013)
RR
California(5/23/2008)
RR
Connecticut(5/23/2008)
RR
Florida(5/23/2008)
RR
Georgia(3/29/2012)
RR
Indiana(3/29/2012)
RR
Iowa(3/29/2012)
RR
Kentucky(3/28/2012)
RR
Louisiana(3/29/2012)
RR
Maryland(5/23/2008)
RR
Massachusetts(2/18/2014)
RR
Michigan(9/26/2018)
RR
Minnesota(7/19/2013)
RR
New Jersey(5/23/2008)
RR
New York(5/23/2008)
IAR
New York(11/1/2021)
RR
North Carolina(3/30/2012)
RR
Pennsylvania(5/23/2008)
RR
South Carolina(4/13/2022)
RR
Tennessee(1/8/2020)
RR
Texas(5/23/2008)
RR
Virginia(7/19/2013)
RR
Washington(2/18/2014)
RR
West Virginia(7/15/2013)
Exams
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.
