Scott A. Leavitt

AMERITAS ADVISORY SERVICES

BOISE, ID 83704

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CRD#: 4092626

Professional summary

Scott Allen Leavitt is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Boise, Idaho and AMERITAS INVESTMENT COMPANY, LLC located in Boise, Idaho.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Scott has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

*SCOTT LEAVITT INSURANCE & FINANCIAL SERVICES/DBA: GEM STATE FINANCIAL GROUP; SAME AS BRANCH; INV REL; INSURANCE SALES--LIFE, DI, HEALTH, EMPLOYEE BENEFITS; OWNER/PRESIDENT/AGENT; START DATE=02/1994; HRS/MO=160; TRADING HRS/MO=160; SELL INSURANCE PRODUCTS, RECRUIT, TRAIN, SUPERVISE AGENTS; *Scott Leavitt & Associates INC, dba Gem State Advisors; same as branch; inv rel; working through Gem State Advisors to recruit agencies to AIC and ALIC-providing back office, marketing, CRM and other services to IARs they bring into AIC; CEO & Owner; start date=01/2020; hrs/mo=40; trading hrs/mo=40; oversee the functions of the company * Leavitt Family Cabin, LLC; non-inv rel; 31 Grand Fir Dr., Donnelly, ID 83615; Rental; Owner; start date=08/2025; hrs/mo=5; trading hrs/mo=0; Working with management company to manage property and make decisions about it's use.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Allen Leavitt'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

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 8620 W Emerald St Ste 130, Boise, ID 83704

RIA

CRD#: 317245

BOISE, ID

Current

July 11, 2017 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 8620 W Emerald St Ste 130, Boise, ID 83704

CRD#: 14869

BOISE, ID

Past

July 14, 2017 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

Boise, ID

Past

November 11, 2015 - February 17, 2016

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

Boise, ID

Past

November 11, 2015 - July 7, 2017

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

Pocatello, ID

Past

January 2, 2013 - September 18, 2015

MML INVESTORS SERVICES, LLC

CRD#: 10409

BOISE, ID

Past

March 28, 2008 - December 17, 2012

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

BOISE, ID

Past

January 23, 2006 - December 31, 2007

PRINCIPAL SECURITIES, INC.

CRD#: 1137

BOISE, ID

Past

June 19, 2003 - December 31, 2005

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

Past

April 20, 2000 - July 22, 2003

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

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".

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.

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

California
(7/11/2017)

Idaho
(7/13/2017)

IAR

Idaho
(11/1/2021)

Minnesota
(7/24/2018)

Montana
(1/23/2018)

North Carolina
(9/16/2022)

Oregon
(10/10/2017)

Utah
(7/12/2017)

Washington
(7/11/2017)

Wyoming
(7/11/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/30/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/10/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/17/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/19/2000

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

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	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.

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Advisor Monitoring

Firm Stability Insights

Scott A. Leavitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Allen Leavitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

MML INVESTORS SERVICES, LLC

SIGNATOR FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

THE O.N. EQUITY SALES COMPANY

AMERITAS INVESTMENT COMPANY, LLC

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2015

Series 63

Date: 4/10/2000

SIE

Date: 10/1/2018

Series 7

Date: 1/17/2015

Series 6

Date: 4/19/2000

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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