Nathan S. Moore
Professional summary
Nathan Steven Moore, who also goes by Nathan Steven Moore Mr., Nathan Moore, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Lincoln, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Nathan has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Steven Moore's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 10, 2022 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 6355 S 56th St, Lincoln, NE 68516February 7, 2022 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 6355 S 56th St, Lincoln, NE 68516February 14, 2019 - January 12, 2022
FBL WEALTH MANAGEMENT, LLC
July 30, 2018 - January 12, 2022
FBL MARKETING SERVICES, LLC
February 28, 2018 - July 27, 2018
AMERITAS INVESTMENT COMPANY, LLC
March 26, 2013 - July 27, 2018
AMERITAS INVESTMENT COMPANY, LLC
Primary Firm SEC Registration
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/12/2023)
(2/7/2022)
(9/6/2022)
(3/15/2024)
(2/7/2022)
(2/7/2022)
(2/10/2022)
(2/7/2022)
(4/14/2023)
(4/17/2023)
(3/11/2024)
(1/24/2024)
Exams
Series 7TO
Date: 8/31/2020
General Securities Representative ExaminationFINRA
Current Firm
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
Contact information
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
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.
