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Craig Anthony Cassler

Ameritas Investment Company, LLC

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About Craig Anthony Cassler

Craig Anthony Cassler is a financial advisor with Ameritas Investment Company, LLC. Craig has been in the financial services industry since April 2, 2007. Craig has experience with several firms including Park Avenue Securities LLC, Guardian Investor Services LLC, Macquarie Capital (USA) Inc., Sun Life Financial Distributors, Inc., TD Waterhouse Investor Services, Inc., Sun Life of Canada (U.S.) Distributors, Inc. and Manufacturers Securities Services, LLC. Craig is licensed in Massachusetts.

Firm Information

Craig Cassler is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Craig Cassler’s Registration & Firm History

NE

09/23/2016 - Present

Ameritas Investment Company, LLC (LINCOLN NE)

MA

03/31/2015 - 09/02/2016

PARK AVENUE SECURITIES LLC (BOSTON MA)

NY

11/19/2013 - 03/31/2015

GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)

MA

10/18/2011 - 05/02/2012

MACQUARIE CAPITAL (USA) INC. (BOSTON MA)

MA

12/04/2007 - 10/18/2010

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)

NE

03/15/2004 - 03/14/2006

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

MA

11/29/2000 - 10/31/2001

SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

06/12/2000 - 10/16/2000

MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 02/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2011

Series 7 - General Securities Representative Examination

BC

Issued 03/13/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Anthony Cassler.
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