PV
Philip M. Vitalbo
AMERITAS ADVISORY SERVICES
Indiana, PA 15701
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CRD#: 7068821
PV
Professional summary
Philip M Vitalbo, who also goes by Phil VItalbo, Philip Martin Vitalbo, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Indiana, Pennsylvania and AMERITAS INVESTMENT COMPANY, LLC located in Indiana, Pennsylvania.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Philip has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Phil Vitalbo | Philip Martin Vitalbo
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.
Western PA Financial Center dba Ameritas Financial Services of WPA; same as branch; inv rel; financial center that does insurance planning, employee benefits, dental and vision; Sales Sales Agent; start date=01/2020 hrs/mo=1; trading hrs/mo=1; traditional products-I will broker out the necessary product to satisfy the client needs * GBU; 4254 Saw Mill Run Blvd, Pittsburgh PA 15227; inv rel; fixed life insurance, fixed annuity; Insurance Producer; start date=06/2020; hrs/mo=3; trading hrs/mo=3; sales of fixed life and fixed annuities; * Swift Kennedy; 100 Meadow Ln Ste 1, DuBois PA 15801; non-inv rel; group health insurance broker; Sales Agent; start date=08/2020; hrs/mo=2; trading hrs/mo=2; appointed to receive proposals on group health insurance for clients involved in managing self-employed businesses * Personal Training; same as residence; non-inv rel; part-time personal training business; Personal Trainer; start date=09/2020; hrs/mo=4; trading hrs/mo=0; organize a personal training business training athletes from ages 12-22 and possibly working professionals * Crump; insurance; Sales Sales Agent; start date=01/2021 hrs/mo=4; trading hrs/mo=4; traditional insurance sales * Lincoln Financial; insurance; Sales Sales Agent; start date=01/2021 hrs/mo=4; trading hrs/mo=4; traditional insurance sales * John Hancock; insurance; Sales Sales Agent; start date=01/2021 hrs/mo=4; trading hrs/mo=4; traditional insurance sales * Prudential; insurance; Sales Sales Agent; start date=01/2021 hrs/mo=4; trading hrs/mo=4; traditional insurance sales * Riverside Insurance Group/Medicare Sales; Same as Branch; non inv rel; medicare supplement and medicare advantage plans; Agent; start date=01/2023; hrs/mo=15; trading hrs/mo=15; sale of Medicare Supplement and Medicare Advantage Plans
CRS (Client Relationship Summary) - RIA
Click below to view Philip M Vitalbo'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: 1730 Philadelphia St, Indiana, PA 15701RIA
CRD#: 317245
Indiana, PA
Current
May 21, 2019 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 1730 Philadelphia Street, Indiana, PA 15701BD
CRD#: 14869
Indiana, PA
Past
March 5, 2021 - 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
Alabama(8/27/2025)
RR
Colorado(2/28/2024)
RR
Maryland(1/26/2022)
RR
New Jersey(1/5/2022)
RR
Ohio(9/25/2020)
RR
Pennsylvania(1/23/2020)
IAR
Pennsylvania(11/1/2021)
RR
Virginia(1/5/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 5/21/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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.
