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Robert Edward Daniel III

Robert E. Daniel

AMERITAS ADVISORY SERVICES | Financial Advisor
MEMPHIS, TN 38120
Some features on this profile are disabled
CRD#: 5374298
Robert Edward Daniel III

Professional summary

Robert Edward Daniel III, who also goes by Robert Daniel, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Memphis, Tennessee and AMERITAS INVESTMENT COMPANY, LLC located in Memphis, Tennessee.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Robert has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert Daniel

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 Robert Edward Daniel III'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

January 23, 2026 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 1755 N Kirby Pkwy Ste 300, Memphis, TN 38120
RIA
CRD#: 317245
MEMPHIS, TN
Current

February 5, 2026 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 1755 N. Kirby Parkway Suite 300, Memphis, TN 38120
BD
CRD#: 14869
Memphis, TN
Past

March 11, 2024 - August 26, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
MEMPHIS, TN
Past

March 11, 2024 - August 26, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
MEMPHIS, TN
Past

January 15, 2021 - March 13, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
MEMPHIS, TN
Past

July 30, 2020 - March 13, 2024

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
MEMPHIS, TN
Past

September 26, 2007 - April 6, 2020

CARTY, HARDING & HEARN, INC.

BD
CRD#: 7001
MEMPHIS, TN

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

IAR
Tennessee
(1/23/2026)
RR
Tennessee
(2/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/14/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/12/2007
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 7
Date: 9/25/2007
General Securities 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)
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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)

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 (9/19/2025)
AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)
AMERITAS WEALTH PLATFORM (9/19/2025)
GALAXY WRAP FEE BROCHURE (9/19/2025)
GALAXY II WRAP FEE BROCHURE (9/19/2025)
CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

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

Financial AdvisorCRD#: 317245Memphis, TN 38120

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