AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DD

David P. Delarosa

AMERITAS ADVISORY SERVICES
ESCONDIDO, CA 92025
Some features on this profile are disabled
CRD#: 5288537
DD

Professional summary

David Paul Delarosa, who also goes by David Delarosa, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Escondido, California and AMERITAS INVESTMENT COMPANY, LLC located in Escondido, California.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. David has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Delarosa

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Paul Delarosa's CRS (Customer Relationship Summary).
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®
None

Experience

Current

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 325 W 3rd Ave Ste 203, Escondido, CA 92025
RIA
CRD#: 317245
ESCONDIDO, CA
Current

September 8, 2008 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 325 W 3rd Ave Ste 203, Escondido, CA 92025
BD
CRD#: 14869
ESCONDIDO, CA
Past

August 8, 2014 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
LINCOLN, NE

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
Arizona
(4/1/2015)
RR
California
(9/22/2008)
IAR
California
(11/1/2021)
RR
Colorado
(9/29/2010)
RR
Idaho
(6/4/2020)
RR
Illinois
(2/10/2015)
RR
Massachusetts
(7/18/2016)
RR
Montana
(3/3/2015)
RR
Nevada
(4/3/2020)
RR
New York
(6/9/2022)
RR
Oregon
(12/9/2011)
RR
Texas
(9/25/2019)
IAR
Texas
(11/1/2021)
RR
Utah
(3/7/2017)
RR
Washington
(5/22/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/18/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/19/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 22
Date: 3/2/2009
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/4/2008
Investment Company Products/Variable Contracts Representative Examination
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/21/2026)
AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (3/21/2026)
AMERITAS WEALTH PLATFORM (3/21/2026)
GALAXY WRAP FEE BROCHURE (3/21/2026)
GALAXY II WRAP FEE BROCHURE (3/21/2026)
CONSTELLATION WRAP FEE PROGRAM (3/21/2026)

Regulatory assets under management

Total Number of Accounts41,501
AUM (Assets Under Management)$ 11,506,548,514

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
07/23/2024
Cover Page
Report
07/27/2023
Cover Page
Report

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.

Company Information

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245Escondido, CA 92025

TRUST BUT VERIFY

Monitor David Delarosa

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Alice Ruiz
Alice RuizAdvisorCheck Check Mark
SCHWAB WEALTH ADVISORY, INC.
IAR
RR
San Diego, CA
Nilay Eda Barefield
Nilay BarefieldAdvisorCheck Check Mark
CETERA INVESTMENT ADVISERS LLC
IAR
RR
San Diego, CA
Brennan William Fontana
Brennan FontanaAdvisorCheck Check Mark
LIDO
IAR
San Diego, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.