Angela Y. Taliaferro
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Angela Yvette Taliaferro, who also goes by Angela Talia Ferro, Angela Yvette Stiggers, Angela Y Taliaferro, Angela Yvette Taliaferro Ms., Angela Yvette Taliaferro, was a registered financial professional .
Angela is a previously registered financial professional and started their career in finance in 2001. Angela had worked at 13 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 1, 2021 - July 29, 2024
AMERITAS ADVISORY SERVICES, LLC
May 18, 2021 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
March 10, 2021 - April 12, 2021
20/20 CAPITAL MANAGEMENT, INC
August 19, 2020 - July 29, 2024
AMERITAS INVESTMENT COMPANY, LLC
August 27, 2018 - September 6, 2018
NYLIFE SECURITIES LLC
June 6, 2014 - July 1, 2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
June 6, 2014 - July 1, 2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
January 31, 2013 - May 21, 2014
WELLS FARGO CLEARING SERVICES, LLC
March 23, 2011 - July 12, 2011
ALPS DISTRIBUTORS, INC.
October 10, 2008 - March 31, 2009
ESSEX NATIONAL SECURITIES, LLC
September 18, 2008 - March 31, 2009
ESSEX NATIONAL SECURITIES, LLC
February 13, 2007 - March 8, 2007
EQUITABLE ADVISORS, LLC
December 7, 2006 - March 8, 2007
EQUITABLE ADVISORS, LLC
December 14, 2005 - November 30, 2006
AMSOUTH INVESTMENT SERVICES, INC.
August 13, 2004 - April 14, 2005
BROWNCO, LLC
December 17, 2001 - April 27, 2004
FORESTERS EQUITY SERVICES, INC.
November 26, 2001 - January 18, 2002
MONY SECURITIES CORPORATION
Primary Firm SEC Registration
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
Contact information
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.
