Eric Michael Ciarelli
CFP®, ChFC®, CLU®Professional Summary
Eric Michael Ciarelli, CFP®, ChFC®, CLU®, who also goes by Ciarelli Michael Eric, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Cherry Hill, New Jersey and AMERITAS INVESTMENT COMPANY, LLC located in Cherry Hill, New Jersey. Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Eric has worked at 3 firms and has passed the Series 63, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ciarelli Michael Eric
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Current Firm
AMERITAS ADVISORY SERVICES, LLC
Contact Information
Main Address
5900 O Street, Lincoln, NE 68510Phone Number
(800) 335-9858# of Employees
797SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
45,299AUM (Assets Under Management)
$13,746,443,625Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2026 | Cover Page | Report |
| 10/28/2025 | Cover Page | Report |
| 07/23/2024 | Cover Page | Report |
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Primary Firm SEC Registration
AMERITAS ADVISORY SERVICES, LLC
State Registrations and Notice Filings
(7/16/2019)
(5/7/2024)
(7/16/2019)
(7/16/2019)
(7/19/2019)
(12/19/2023)
(10/31/2003)
(11/1/2021)
(1/2/2009)
(4/20/2026)
(7/17/2019)
(4/5/2005)
(11/1/2021)
(8/16/2019)
(11/1/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Michael Ciarelli's CRS (Customer Relationship Summary).
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
