Unclaimed Profile

Robert Wood Morrow

AMERITAS INVESTMENT CORP·LINCOLN, Nebraska

SIE, Series 7, Series 63, Series 6533 years registeredAMERITAS INVESTMENT CORP

5900 "O" STREET, LINCOLN, NE 68510CRD# 1666809Firm CRD# 14869

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Wood Morrow · LINCOLN, NE

Registration

CRD #1666809 · AMERITAS INVESTMENT CORP · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMERITAS INVESTMENT CORP

AMERITAS ADVISORY SERVICES, LLC

Nov 2021 – Jul 2024

LINCOLN, NE

AMERITAS ADVISORY SERVICES

Apr 1993 – Nov 2021

Lincoln, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 27, 1993

Years registered · 33

Disclosure History

2008Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

AMERITAS INVESTMENT COMPANY, LLC

CRD 14869 · SEC 801-

AUM

$7.8B

Regulatory assets under management

Employees

611

27,982 client accounts

Services offered by AMERITAS INVESTMENT COMPANY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERITAS INVESTMENT COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Wood Morrow offer?

Robert Wood Morrow specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Wood Morrow's credentials?

Robert Wood Morrow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Wood Morrow located?

Robert Wood Morrow is based in LINCOLN, Nebraska, last registered with AMERITAS INVESTMENT CORP.

How does Robert Wood Morrow charge for services?

Robert Wood Morrow's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERITAS INVESTMENT CORP?

AMERITAS INVESTMENT CORP has approximately 611 employees and manages $7.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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