MH
Matthew G. Halick
AMERITAS ADVISORY SERVICES
SAN RAMON, CA 94583
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CRD#: 6627636
MH
Professional summary
Matthew G Halick, who also goes by Matt Halick, Matthew Gary Halick, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in San Ramon, California and AMERITAS INVESTMENT COMPANY, LLC located in San Ramon, California.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Matthew has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Halick | Matthew Gary Halick
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.
David White & Associates; same as branch; inv rel; life insurance; Associate; start date=03/2017; hrs/mo=100; trading hrs/mo=100; life insurance agent * 1947 Reality; same as residence; non-inv rel; rental property; Share Owner; start date=11/2018; hrs/mo=5; trading hrs/mo=0; make decisions on the property, minor maintenance * Garaventa Accountancy Corporation; 3573 Clayton Rd, Concord CA 94519; non-inv rel; CPA firm; Assistant; start date=01/2020; hrs/mo=60; trading hrs/mo=60; assist in preparing tax documents for the CPA, clerical work, organizing documents for CPA * Sacramento Safari Club; non inv rel; PO BOX 3897, Napa, CA 94558; Chapter of Safari Club International, members are active in conserving the environment; Treasurer; start date=05/2023; hrs/mo=3; trading hrs/mo=0; Bookkeeping and helping with events
CRS (Client Relationship Summary) - RIA
Click below to view Matthew G Halick'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: 2000 Crow Canyon Place Ste 250, San Ramon, CA 94583RIA
CRD#: 317245
SAN RAMON, CA
Current
May 3, 2018 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 2000 Crow Canyon Place Ste 250, San Ramon, CA 94583BD
CRD#: 14869
SAN RAMON, CA
Past
August 28, 2019 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
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
California(8/30/2018)
IAR
California(11/1/2021)
RR
Idaho(9/13/2021)
RR
Nevada(5/12/2022)
RR
South Carolina(9/20/2022)
RR
Texas(10/16/2019)
IAR
Texas(11/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/4/2022
General Securities Representative ExaminationGeneral 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
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#: 317245San Ramon, CA 94583TRUST BUT VERIFY
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