DT
Damon L. Tomeo
AMERITAS ADVISORY SERVICES
Peoria, IL 61615
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CRD#: 7324618
DT
Professional summary
Damon Louis Tomeo, who also goes by Damon Tomeo, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Peoria, Illinois and AMERITAS INVESTMENT COMPANY, LLC located in Peoria, Illinois.
Damon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Damon has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Damon Tomeo
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.
65 Locust LLC; same as residence; non-inv rel; family owned rental real estate LLC; General Partner; start date=07/2015; hrs/mo=10; trading hrs/mo=0; oversee all aspects of owning rental real estate property * Giacobazzi Income Tax, Inc; 4930 N Executive Dr, Peoria IL 61614; non-inv rel; tax services; no position; start date=07/2022; hrs/mo=0; trading hrs/mo=0; partner with the tax office on some clients-I don't work for the tax office * National Financial Group, Inc; same as branch; inv rel; investment and insurance services; Agent; start date=07/2022; hrs/mo=40; trading hrs/mo=40; provide comprehensive investment and insurance services to clients
CRS (Client Relationship Summary) - RIA
Click below to view Damon Louis Tomeo'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: 7800 N Sommer St Ste 420, Peoria, IL 61615Office #2: 11595 N. Meridian St. Suite 870, Carmel, IN 46032RIA
CRD#: 317245
Peoria, IL
Current
March 5, 2021 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 7800 N Sommer St Ste 420, Peoria, IL 61615Office #2: 11595 N. Meridian St. Suite 870, Carmel, IN 46032BD
CRD#: 14869
Peoria, IL
Past
April 14, 2021 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
Peoria, IL
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
Arizona(6/16/2021)
RR
California(4/7/2021)
RR
Georgia(6/20/2025)
RR
Illinois(4/14/2021)
IAR
Illinois(11/1/2021)
RR
Kentucky(6/17/2021)
RR
Louisiana(8/25/2025)
RR
Michigan(9/22/2022)
RR
Minnesota(4/19/2021)
RR
Missouri(1/4/2022)
RR
Ohio(12/5/2022)
RR
South Carolina(4/21/2021)
RR
South Dakota(6/16/2025)
RR
Texas(5/10/2025)
IAR
Texas(5/10/2025)
RR
Wisconsin(1/16/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/5/2021
General Securities 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
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Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Peoria, IL 61615TRUST BUT VERIFY
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