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AH

Aaron Daniel Hunter

AMERITAS ADVISORY SERVICES
SAN RAMON, CA
·CRD# 7667086·3 years experience

Professional Summary

Aaron Daniel Hunter, who also goes by Aaron D Hunter, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in San Ramon, California. Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Aaron has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Aaron D Hunter

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

3 years in the financial services industry

Current & Past Employments

AMERITAS ADVISORY SERVICES, LLC·CRD# 317245
RIA
1. 2000 Crow Canyon Place Ste 250, San Ramon, CA 945832. Omaha, NE
August 5, 2026 - Present
AWH FINANCIAL, LLC·CRD# 285183
RIA
Bala Cynwyd, PA
March 14, 2023 - September 27, 2024

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Current Firm

AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

Contact Information

Main Address

5900 O Street, Lincoln, NE 68510

Phone Number

(800) 335-9858

# of Employees

797

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

45,299

AUM (Assets Under Management)

$13,746,443,625

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025Cover PageReport
07/23/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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; INVESTMENT ADVISOR SERVICES; AGENT; START DATE=06/2026; HRS/MO=1; TRADING HRS/MO=0; INVESTMENT ADVISOR SERVICES * HUNTER TAX ASSOCIATES; 3130 CROW CANYON PL 200, SAN RAMON, CA, 94583; NON INV REL; TAX/ACCOUNTING SERVICES; PRESIDENT; START DATE=10/2017; HRS/MO=180; TRADING HRS/MO=0; TAX/ACCOUNTING SERVICES

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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 - SEC (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.
IAR
California
(8/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2023About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Aaron Daniel Hunter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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AH
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