Adviser and broker representative · Ameritas Advisory Services, LLC
Neal K. Adler
CRD 4108756 · Metairie, LA
At a glance
Neal K. Adler is an investment adviser representative with Ameritas Advisory Services, LLC in Metairie, LA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Neal’s SEC record dates to 2008, about 18 years ago. Neal is also registered as a broker representative. Designations on file: Personal Financial Specialist.
Current advisory firm
- Ameritas Advisory Services, LLCSince November 2021Metairie, LA · $14B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- Personal Financial Specialist
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Neal’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Ameritas Advisory Services, LLC
- Kevin E. O'BrienMetairie
- Edgardo J. Sussmann Sr.Metairie
- John E. Worrel Jr.Metairie
- Brian P. AbadRoseville
- Ana M. AbraldesSebastopol
- Rita M. AbraldesSan Francisco
- Dane AbriganaRoseville
- Christopher M. AdamsIndiana
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