David J. Lutz
AMERITAS ADVISORY SERVICES
MCMURRAY, PA 15317
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CRD#: 4048622
Professional summary
David James Lutz JR, CFP® is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Mcmurray, Pennsylvania and AMERITAS INVESTMENT COMPANY, LLC located in Mcmurray, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. David has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 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 * CELTIC FINANCIAL SERVICES LLC; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; CERTIFIED FINANCIAL PLANNER; START DATE=03/2012; HRS/MO=50; TRADING HRS/MO=40; FINANCIAL PLANNING/INSURANCE SALES FOR INDIVIDUALS AND SMALL GROUPS * Save with Dave LLC; same as branch; inv rel; DBA for financial planning, investments and insurance for individuals and small businesses which is processed through AIC; Owner; start date=03/2018; hrs/mo=2; trading hrs/mo=0; certified financial planner * Neishloss & Fleming LLC dba Focus Senior Benefits Inc; 501 Technology Dr Ste 3100, Canonsburg PA 15317; non-inv rel; sell Medicare insurance to the over 65 market; Agent; start date=01/2025; hrs/mo=1; trading hrs/mo=1; any of my clients that express interest in needing Medicare Supplemental insurance
CRS (Client Relationship Summary) - RIA
Click below to view David James Lutz JR'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: 2010
Experience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: Celtic Financial Services Llc 3025 Washington Rd Ste 104, Mcmurray, PA 15317RIA
CRD#: 317245
MCMURRAY, PA
Current
October 31, 2003 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 3025 Washington Rd Ste 104, Mcmurray, PA 15317BD
CRD#: 14869
Mcmurray, PA
Past
September 30, 2004 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
PITTSBURGH, PA
Past
July 17, 2003 - September 30, 2004
THE ADVISORS GROUP, INC.
RIA
CRD#: 14035
PITTSBURGH,, PA
Past
June 5, 2002 - October 31, 2003
THE ADVISORS GROUP, INC.
BD
CRD#: 14035
BETHESDA, MD
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
Alabama(1/3/2023)
RR
California(1/3/2023)
RR
Colorado(9/21/2017)
RR
Connecticut(1/3/2023)
RR
Delaware(1/3/2023)
RR
District of Columbia(8/16/2023)
RR
Florida(10/27/2015)
RR
Georgia(1/2/2018)
RR
Illinois(1/14/2011)
RR
Indiana(8/15/2024)
RR
Kansas(1/3/2023)
RR
Maryland(11/9/2020)
RR
Massachusetts(1/2/2015)
RR
Michigan(5/3/2018)
RR
New Jersey(1/3/2023)
RR
New York(1/3/2023)
RR
North Carolina(1/24/2017)
RR
Ohio(2/25/2020)
RR
Oklahoma(1/24/2017)
RR
Oregon(9/26/2013)
RR
Pennsylvania(10/31/2003)
IAR
Pennsylvania(11/1/2021)
RR
Rhode Island(1/3/2023)
RR
South Carolina(4/21/2017)
RR
Tennessee(1/17/2025)
RR
Virginia(1/24/2017)
RR
West Virginia(1/3/2023)
Exams
State Security Law Exam
State Security Law 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.
