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Bryce A. Mcleish
AMERITAS ADVISORY SERVICES
Indianapolis, IN 46240
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CRD#: 7352847
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Professional summary
Bryce Andrew Mcleish is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Indianapolis, Indiana and AMERITAS INVESTMENT COMPANY, LLC located in Indianapolis, Indiana.
Bryce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Bryce has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
Fresco Financial Advisers; inv rel; Same as branch; Financial Services; Associate Financial Planner; start date=06/2023; hrs/mo=175; trading hrs/mo=160; Financial Planner detailed with preparing, proposing, and implementing financial plans* McLeish Enterprises LLC; non inv rel; same as residence; Golf simulator business; Partner; start date=01/2022; hrs/mo=5; trading hrs/mo=0; Help prepare schedule for renting hours and overall maintenance of the simulator * Progressive Business Solutions; non inv rel; 2112 W Galena Blvd, Ste 8210, Aurora, IL 60506; Credit Card Terminals; Employee; start date=04/2024; hrs/mo=5; trading hrs/mo=0; Help restaurants and business identify a better system for their terminal or POS systems * dba Canvas Financial; inv rel; same as branch; Financial Planning; Associate Financial Advisor; start date=06/2023; hrs/mo=175; trading hrs/mo=160; create, present, and implement financial plans * Sports Official; non-inv rel; same as residence; sports officiating for middle school and high school basketball and baseball; Sports Official; start date=12/2024; hrs/mo=15; trading hrs/mo=0; independent official for sports
CRS (Client Relationship Summary) - RIA
Click below to view Bryce Andrew Mcleish'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
September 20, 2023 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 3815 River Crossing Pkwy Ste 180, Indianapolis, IN 46240RIA
CRD#: 317245
Indianapolis, IN
Current
June 29, 2023 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 3815 River Crossing Pkwy Ste 180, Indianapolis, IN 46240BD
CRD#: 14869
Indianapolis, IN
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(8/13/2025)
RR
Florida(8/13/2025)
RR
Illinois(8/13/2025)
RR
Indiana(9/20/2023)
IAR
Indiana(9/20/2023)
RR
Texas(8/13/2025)
IAR
Texas(8/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/29/2023
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
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.
