Sarah Lamar
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.
Sarah Lamar, who also goes by Sarah Elizabeth Costilla, Sarah E Lamar, Sarah Elizabeth Lamar, was a registered financial professional .
Sarah is a previously registered financial professional and started their career in finance in 2004. Sarah had worked at 7 firms and has passed the 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 - October 25, 2022
AMERITAS ADVISORY SERVICES, LLC
September 22, 2021 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
September 22, 2021 - October 25, 2022
AMERITAS INVESTMENT COMPANY, LLC
October 18, 2019 - August 23, 2021
PNC MANAGED ACCOUNT SOLUTIONS, INC.
October 18, 2019 - August 23, 2021
BBVA SECURITIES INC.
May 9, 2014 - October 15, 2019
PARK AVENUE SECURITIES LLC
February 28, 2014 - October 15, 2019
PARK AVENUE SECURITIES LLC
April 14, 2007 - January 23, 2014
MML INVESTORS SERVICES, LLC
November 30, 2006 - January 23, 2014
MML INVESTORS SERVICES, LLC
November 23, 2004 - November 8, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 2, 2004 - November 8, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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.
