RD
Robert W. Davis
AMERITAS ADVISORY SERVICES
Toledo, OH 43617
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CRD#: 5406140
RD
Professional summary
Robert W Davis, who also goes by Rob Davis, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Toledo, Ohio and AMERITAS INVESTMENT COMPANY, LLC located in Toledo, Ohio.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Robert has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob Davis
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 * ECO PRINTS, LLC; SAME AS RESIDENCE; NON-INV REL; CREATIVE SERVICES, MARKETING AND SUPPORT SERVICES; OWNER; START DATE=01/2001; HRS/MO=15; TRADING HRS/MO=0; MARKETING CONSULTING, MARKETING DESIGN AND RELATED SUPPORT SERVICES * Morton-Barber Learning Center; 6827 N High St Ste 10; Worthington OH 43085; non-inv rel; provides training for those preparing for insurance and securities industry exams, provides continuing education classes for licensed insurance and securities industry professionals; Part-time Instructor; start date=05/2019; hrs/mo=8; trading hrs/mo=4; assisting in course instruction * Creative Financial Partners; Same as Branch; inv-rel; Owner: start date=9/22; hrs/mo=5; trading hrs/mo=5; Part owner, 30% * Land Man Ohio; 4214 Brookside Rd, Ottawa Hills OH 43606; non-inv rel; buy, hold, or sell real estate and purchase contracts on real estate; Owner; start date=08/2025; hrs/mo=2; trading hrs/mo=0; aquire real estate and/or options to purchase real estate
CRS (Client Relationship Summary) - RIA
Click below to view Robert W Davis'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®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 2222 Centennial Rd, Toledo, OH 43617RIA
CRD#: 317245
Toledo, OH
Current
September 17, 2007 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 2222 Centennial Rd, Toledo, OH 43617BD
CRD#: 14869
Toledo, OH
Past
July 31, 2008 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
PERRYSBURG, OH
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
Alaska(1/2/2024)
RR
Arizona(2/10/2021)
RR
California(6/27/2013)
RR
Colorado(1/4/2022)
RR
Delaware(10/19/2021)
RR
Florida(12/14/2018)
RR
Georgia(5/4/2017)
RR
Idaho(8/28/2017)
RR
Illinois(10/31/2019)
RR
Indiana(1/5/2009)
RR
Iowa(5/30/2012)
RR
Kentucky(1/4/2022)
RR
Massachusetts(1/4/2022)
RR
Michigan(8/11/2009)
RR
Minnesota(7/17/2024)
RR
Mississippi(9/9/2020)
RR
Montana(6/25/2018)
RR
New Jersey(2/23/2021)
RR
New York(4/7/2022)
RR
North Carolina(1/14/2020)
RR
Ohio(9/17/2007)
IAR
Ohio(11/1/2021)
RR
Oregon(1/4/2022)
RR
Pennsylvania(4/20/2021)
RR
South Carolina(6/12/2019)
RR
Tennessee(11/19/2019)
RR
Texas(10/10/2012)
IAR
Texas(11/1/2021)
RR
Virginia(3/24/2020)
RR
West Virginia(12/26/2023)
RR
Wisconsin(2/4/2022)
Exams
State Security Law Exam
General Industry/Product 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.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Toledo, OH 43617TRUST BUT VERIFY
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