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LE

Louay A. Elhadj

AMERITAS ADVISORY SERVICES
Folsom, CA 95630
Some features on this profile are disabled
CRD#: 5881694
LE

Professional summary


Louay Antoine Elhadj is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Folsom, California.

Louay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Louay has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

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.
Aarda International, Inc; non inv rel; 915 Douglas Blvd, Ste 3, Roseville, CA 95678; real estate and mortgage services; Contractor; start date=02/2022; hrs/mo=2; trading hrs/mo=0; mortgage origination duties * Capstone Financial Group; inv rel; same as branch; insurance agency; Agent; start date=02/2023; hrs/mo=120; trading hrs/mo=80; meet with prospects and clients, develop financial plans, recommend financial products and investment plans * Rental Property; non inv rel; same as residence; rental property; Owner; start date=02/2023; hrs/mo=1; trading hrs/mo=0; property rental

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Louay Antoine Elhadj'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

February 15, 2023 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 620 Coolidge Dr Ste 190, Folsom, CA 95630
RIA
CRD#: 317245
Folsom, CA
Past

October 18, 2017 - November 17, 2021

DUNHILL & COMPANY, LLC

RIA
CRD#: 289213
ROSEVILLE, CA
Past

September 30, 2015 - November 28, 2017

HANSEN & ASSOCIATES FINANCIAL GROUP INC.

RIA
CRD#: 168363
SACRAMENTO, CA
Past

April 30, 2013 - November 25, 2014

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SACRAMENTO, CA
Past

April 30, 2013 - November 25, 2014

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SACRAMENTO, CA
Past

April 14, 2011 - September 6, 2011

MORGAN STANLEY

RIA
CRD#: 149777
SACRAMENTO, CA
Past

February 21, 2011 - September 6, 2011

MORGAN STANLEY

BD
CRD#: 149777
SACRAMENTO, CA

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.

Highlighted states indicate IAR registrations

IAR
California
(2/15/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/13/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

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)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (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
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.

Company Information


AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245Folsom, CA 95630

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