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DF

Daniel J. Fusco

AMERITAS ADVISORY SERVICES
JACKSONVILLE, FL
Some features on this profile are disabled
CRD#: 5829033
DF
Daniel J FuscoAMERITAS ADVISORY SERVICES

Professional summary

Daniel J Fusco is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Jacksonville, Florida and AMERITAS INVESTMENT COMPANY, LLC located in Dublin, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Daniel has worked at 9 firms and has passed the Series 66, Series 52TO, SIE, Series 3, Series 7, Series 53, Series 4, Series 24, Series 10 and Series 9 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel J Fusco'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

June 26, 2026 - Present

AMERITAS ADVISORY SERVICES, LLC

RIA
CRD#: 317245
JACKSONVILLE, FL
Current

June 24, 2026 - Present

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
DUBLIN, OH
Past

May 8, 2026 - June 15, 2026

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
Jacksonville, FL
Past

May 8, 2026 - June 15, 2026

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SCOTTSDALE, AZ
Past

November 21, 2024 - September 30, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAINT JOHNS, FL
Past

November 20, 2024 - September 30, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
SAINT JOHNS, FL
Past

January 24, 2020 - June 6, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Ponte Vedra Beach, FL
Past

January 24, 2020 - June 6, 2024

MORGAN STANLEY

BD
CRD#: 149777
Ponte Vedra Beach, FL
Past

February 22, 2017 - January 9, 2020

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
Boston, MA
Past

May 4, 2016 - January 9, 2020

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Boston, MA
Past

October 14, 2015 - April 18, 2016

WINSLOW WEALTH MANAGEMENT LLC

RIA
CRD#: 166196
BOSTON, MA
Past

February 12, 2015 - April 15, 2016

WINSLOW, EVANS & CROCKER, INC.

RIA
CRD#: 29686
BOSTON, MA
Past

January 14, 2015 - April 15, 2016

WINSLOW, EVANS & CROCKER, INC.

BD
CRD#: 29686
BOSTON, MA
Past

September 20, 2011 - January 27, 2015

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
HINGHAM, MA
Past

May 18, 2011 - January 27, 2015

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
HINGHAM, MA

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
Florida
(6/24/2026)
IAR
Florida
(6/26/2026)
RR
Nebraska
(6/24/2026)
IAR
Nebraska
(6/29/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/16/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/24/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 10/18/2016
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 5/17/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 3/13/2023
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 6/13/2019
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/3/2018
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/20/2012
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/4/2011
General Securities Sales Supervisor - Options Module 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)

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#: 317245Jacksonville, FL

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