GI
Giuseppe Imbriano
AMERITAS ADVISORY SERVICES
WESTBURY, NY 11590
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CRD#: 4243205
GI
Professional summary
Giuseppe Imbriano, who also goes by Joe Imbriano, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Westbury, New York and AMERITAS INVESTMENT COMPANY, LLC located in Garden City, New York.
Giuseppe is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Giuseppe has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joe Imbriano
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 * INDEPENDENT FINANCIAL SOLUTIONS; SAME AS BRANCH; INV REL; INSURANCE; AGENT; START DATE=06/2009; HRS/MO=10; TRADING HRS/MO=5; SELL INSURANCE * INTEGRATED WEALTH SOLUTIONS INC; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; OWNER; START DATE=01/2006; HRS/MO=160; TRADING HRS/MO=160; SALES * G&I Realty Enterprises LLC; same as residence; non-inv rel; real estate holding company; Owner; start date=10/2004; hrs/mo=5; trading hrs/mo=0; maintain properties * Integrated Hr, Inc; same as residence; inv rel; sell health insurance and fixed insurance products; President; start date=09/2011; hrs/mo=10; trading hrs/mo=10; broker selling health insurance * Direct Care Carrier, LLC; 134 Poningo St, Port Chester NY 10573; non-inv rel; providing transportation for employees (aides) of home care agencies in New York, employer directed Uber-like transportation service; Partner; start date=06/2018; hrs/mo=5; trading hrs/mo=0; general management
CRS (Client Relationship Summary) - RIA
Click below to view Giuseppe Imbriano'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: 401 Franklin Ave Ste 302, Westbury, NY 11590RIA
CRD#: 317245
WESTBURY, NY
Current
December 10, 2009 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 401 Franklin Ave Ste 302, Garden City, NY 11530BD
CRD#: 14869
Garden City, NY
Past
June 9, 2021 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
Matawan, NJ
Past
December 15, 2004 - June 19, 2008
NEW ENGLAND SECURITIES
BD
CRD#: 615
UNIONDALE, 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
Connecticut(6/28/2023)
RR
Florida(4/23/2015)
RR
New Jersey(12/14/2009)
RR
New York(12/14/2009)
IAR
New York(11/1/2021)
Exams
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
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.
