John Riso, financial advisor Freeport NY

John Riso

CRD Number: 1314711
Current Firm: Ameritas Advisory Services, LLC

John Riso (CRD# 1314711) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Freeport, NY and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Advisory Services, LLC Lincoln, NE Nov 2021 - Current 2
Ameritas Investment Corp Lincoln, NE Aug 2017 - Current 6
Windham Mountain Ski School Windham, NY Nov 2015 - Current 8
National Securities Corporation Mineola, NY Jun 2016 - Mar 2017 < 1
Park Avenue Securities Freeport, NY Feb 2011 - Jun 2016 5
Guardian Life Insurance Companu Westbury, NY Jan 2011 - Jun 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
Contact Info for John M. Riso
Phone Number: 800-335-9858
Firm Website: https://www.ameritas.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    10,289
    MILLIONS
  • Total Number of Accounts
    39,033
    ACCOUNTS
  • Average Account Value
    $263,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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