DD
Daniel J. Deverna
AMERITAS ADVISORY SERVICES
Beaufort, SC 29902
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CRD#: 4158283
DD
Professional summary
Daniel J Deverna, who also goes by Dan Deverna, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Beaufort, South Carolina and AMERITAS INVESTMENT COMPANY, LLC located in Perrysburg, Ohio.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Daniel has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan Deverna
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 * PREPAID LEGAL; SAME AS BRANCH; NON-INV REL; USING TO GET CLIENT WILLS, LEGAL PROTECTION, AND IDENTITY THEFT; AGENT; START DATE=12/2007; HRS/MO=5; TRADING HRS/MO=0; PRESENT TO CLIENTS IF THEY DO NOT HAVE WILLS OR IDENTITY THEFT PROTECTION * DeVerna & Co. Financial Corp; same as branch; inv rel; sales of fixed annuities, indexed annuities and insurance; Founder; start date=12/2021; hrs/mo=160; trading hrs/mo=160; sales & training of life insurance, annuities, LTC and disability insurance * DeVerna & Co. Financial LLC; same as branch; inv rel; financial business-receive commissions and overrides; Founder; start date=12/2021; hrs/mo=160; trading hrs/mo=160; manage business, office and employees, sales and client service * DANIEL DEVERNA/SPEAKER/PODCAST; SAME AS BRANCH; INV REL; SPEAKING TO GROUPS FOR TRAINING AND MOTIVATION; OWNER; START DATE=07/2012; HRS/MO=5; TRADING HRS/MO=5; PREPARING SPEECHES, COLLECTING INFORMATION ABOUT TOPICS AND GIVING PRESENTATIONS, LINING UP TRAVEL AND SCHEDULING OF EVENTS * Daniel DeVerna/Book; same as residence; non-inv rel; writing a book geared to giving some information for union workers on the things they should look at when planning retirement; Author; start date=01/2017; hrs/mo=10; trading hrs/mo=0; authoring, proofing and getting the book published * Creative Building Partners; same as branch; non-inv rel; owning of building that Creative Financial Partners operates out of; Owner; start date=08/2005; hrs/mo=1; trading hrs/mo=0; ownership of property but no real duties * Real Estate Rental Property; same as residence; non-inv rel; real estate business that my son and his partner own; Owner; start date=07/2021; hrs/mo=3; trading hrs/mo=0; financial responsibilities is the primary duty for me in the partnership
CRS (Client Relationship Summary) - RIA
Click below to view Daniel J Deverna'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: 2015 Boundary St Ste 336, Beaufort, SC 29902Office #2: 1070 Commerce Dr Bldg 3, Perrysburg, OH 43551RIA
CRD#: 317245
Beaufort, SC
Current
February 16, 2005 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 1070 Commerce Dr Bldg 3, Perrysburg, OH 43551-5259Office #2: 2015 Boundary St Ste 336, Beaufort, SC 29902BD
CRD#: 14869
Perrysburg, OH
Past
March 17, 2005 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
PERRYSBURG, OH
Past
April 19, 2000 - February 18, 2005
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, 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(3/8/2006)
RR
Arkansas(10/24/2023)
RR
California(1/22/2020)
RR
Colorado(8/6/2020)
RR
Florida(4/4/2012)
RR
Georgia(3/13/2017)
RR
Illinois(4/19/2016)
RR
Indiana(10/30/2020)
RR
Iowa(10/14/2025)
RR
Kentucky(4/16/2010)
RR
Maine(1/8/2025)
RR
Maryland(3/13/2025)
RR
Massachusetts(8/25/2017)
RR
Michigan(2/16/2005)
RR
Minnesota(11/16/2022)
RR
Missouri(7/9/2014)
RR
Montana(1/19/2022)
RR
Nevada(5/9/2016)
RR
New Hampshire(4/1/2025)
RR
New York(7/2/2020)
RR
North Carolina(4/5/2022)
RR
Ohio(2/16/2005)
IAR
Ohio(11/1/2021)
RR
Oregon(8/25/2021)
RR
South Carolina(4/11/2016)
IAR
South Carolina(7/10/2024)
RR
Tennessee(5/3/2023)
RR
Texas(4/4/2024)
IAR
Texas(4/4/2024)
RR
Virginia(4/28/2020)
RR
Washington(1/11/2018)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/4/2019
General Securities Representative ExaminationGeneral 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
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.
