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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

Daniel J Fusco

Advisor at AMERITAS ADVISORY SERVICES, LLC

Saint Johns, FL

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Search this name across graphsid dfx:ria:7003abd8-075f-0a41-14f9-e7e51cf795f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Sep 20, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMERITAS ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 16, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 16, 2011
First registration: Sep 20, 2011
Dual registered: yes, broker-dealer
Other names: Dan Fusco
IAPD individual key: 5829033

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERITAS ADVISORY SERVICES, LLC	Bd affiliated wealth	Jun 26, 2026	n/a	yes	Saint Johns, FL	Current employment
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	May 8, 2026	Jun 15, 2026	no	Jacksonville, FL\|SCOTTSDALE, AZ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 21, 2024	Sep 30, 2025	no	FORT MILL, SC\|Saint Johns, FL\|SAINT JOHNS, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jan 24, 2020	Jun 6, 2024	no	Boston, MA\|Boston, MA\|The Villages, FL\|Winter Park, FL\|Jacksonville, FL\|Ponte Vedra Beach, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 22, 2017	Jan 9, 2020	no	BOSTON, MA\|WEEHAWKEN, NJ\|Boston, MA	Previous registration
WINSLOW WEALTH MANAGEMENT LLC	Former SEC adviser	Oct 14, 2015	Apr 18, 2016	no	BOSTON, MA	Previous registration
WINSLOW, EVANS & CROCKER, INC.	Former SEC adviser	Feb 12, 2015	Apr 15, 2016	no	BOSTON, MA\|BOSTON, MA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Sep 20, 2011	Jan 27, 2015	no	Boston, MA\|Hingham, MA\|Orlando, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	AMERITAS ADVISORY SERVICES, LLC	Jun 15, 2026	Jun 26, 2026	11	Firm change	RIA to ibd
LPL FINANCIAL LLC	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Sep 30, 2025	May 8, 2026	220	Firm change	Ibd to RIA
MORGAN STANLEY	LPL FINANCIAL LLC	Jun 6, 2024	Nov 21, 2024	168	Firm change	Wirehouse to ibd
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY	Jan 9, 2020	Jan 24, 2020	15	Firm change	Wirehouse to wirehouse
WINSLOW WEALTH MANAGEMENT LLC	UBS FINANCIAL SERVICES INC.	Apr 18, 2016	Feb 22, 2017	310	Firm change	Other
WINSLOW, EVANS & CROCKER, INC.	WINSLOW WEALTH MANAGEMENT LLC	Apr 15, 2016	Oct 14, 2015	-184	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	WINSLOW, EVANS & CROCKER, INC.	Jan 27, 2015	Feb 12, 2015	16	Firm change	Other

Relationships

Registered with (8)

→ AMERITAS ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jun 26, 2026 to presentfactForm ADV
→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: previous registration
May 8, 2026 to Jun 15, 2026factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 21, 2024 to Sep 30, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 24, 2020 to Jun 6, 2024factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 22, 2017 to Jan 9, 2020factForm ADV
→ WINSLOW WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 14, 2015 to Apr 18, 2016factForm ADV
→ WINSLOW, EVANS & CROCKER, INC.Registered adviserregistration: previous registration
Feb 12, 2015 to Apr 15, 2016factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Sep 20, 2011 to Jan 27, 2015factForm ADV

Dated events

Occurred
Jun 15, 2026
Advisor changed firm
Daniel J Fusco left United Planners' Financial Services Of America A Limited Partner for Ameritas Advisory Services, Llc (registered 2026-06-26)
Form ADVobserved 4 days ago
Occurred
Sep 30, 2025
Advisor changed firm
Daniel J Fusco left Lpl Financial Llc for United Planners' Financial Services Of America A Limited Partner (registered 2026-05-08)
Form ADVobserved 4 days ago
Occurred
Jun 6, 2024
Advisor changed firm
Daniel J Fusco left Morgan Stanley for Lpl Financial Llc (registered 2024-11-21)
Form ADVobserved 4 days ago