JC
John T. Carberry
AMERITAS ADVISORY SERVICES
PITTSBURGH, PA 15220
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CRD#: 4610954
JC
Professional summary
John Thomas Carberry, CFP® is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Pittsburgh, Pennsylvania and AMERITAS INVESTMENT COMPANY, LLC located in Pittsburgh, Pennsylvania.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. John has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WESTERN PA FINANCIAL CENTER DBA AMERITAS FINANCIAL SERVICES OF WPA; SAME AS BRANCH; INV REL; INSURANCE SALES TO CLIENTS, SALES OF INVESTMENT RELATED PRODUCTS TO CLIENTS; AGENT; START DATE=06/2002; HRS/MO=160; TRADING HRS/MO=120; INSURANCE SALES, INVESTMENTS * Bethel Park Community Foundation, 5151 Park Ave, Bethel Park PA 15102; non-inv rel; Community Foundation that provides scholarships to high school students and raises funds to otherwise benefit the community of Bethel Park; Trustee; start date=03/2013; hrs/mo=3; trading hrs/mo=1; review grant requests and scholarship applications to verify whether or not they meet the criteria as required by the foundation, vote (if applicable) for or against the requests to be granted * 1000 Higbee Fitness & Wellness, LLC; 1000 Higbee Dr Ste A100, Bethel Park PA 15102; non-inv rel; health club offering group exercise classes, weights and personal training, pool and aquatics classes; Investor/Group Exercise Instructor; start date=06/2019; hrs/mo=20; trading hrs/mo=8; investor to provide capital to back new lease for space and purchase some new equipment, teach group cycling classes twice per week
CRS (Client Relationship Summary) - RIA
Click below to view John Thomas Carberry'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®
CFP®
Start date: 2010
Experience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 7 Parkway Ctr Ste 650, Pittsburgh, PA 15220RIA
CRD#: 317245
PITTSBURGH, PA
Current
October 31, 2003 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 7 Parkway Center Ste 650, Pittsburgh, PA 15220BD
CRD#: 14869
Pittsburgh, PA
Past
September 30, 2004 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
PITTSBURGH, PA
Past
July 17, 2003 - September 30, 2004
THE ADVISORS GROUP, INC.
RIA
CRD#: 14035
PITTSBURGH, PA
Past
December 19, 2002 - October 31, 2003
THE ADVISORS GROUP, INC.
BD
CRD#: 14035
BETHESDA, MD
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
Alabama(7/16/2013)
RR
Arizona(7/8/2014)
RR
California(2/8/2016)
RR
Delaware(12/7/2018)
RR
Florida(7/14/2006)
RR
Georgia(1/3/2019)
RR
Indiana(4/19/2016)
RR
Maryland(11/19/2019)
RR
Massachusetts(9/23/2015)
RR
Montana(7/30/2018)
RR
Nevada(12/5/2006)
RR
New Mexico(4/12/2018)
RR
New York(10/22/2010)
RR
North Carolina(11/4/2016)
RR
Ohio(9/7/2006)
RR
Pennsylvania(10/31/2003)
IAR
Pennsylvania(11/1/2021)
RR
South Carolina(5/16/2025)
RR
Virginia(1/4/2007)
RR
West Virginia(3/10/2004)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
