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Amerivest Investment Management, LLC




There are no insights from this firm to display at this time.



Last updated on Sept. 1, 2019
    • $19.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 161K
    • $122.1K
      Estimated Average Account Balance


Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.


Current Advisors

# of advisors


name start date
Bridgett M Crossman
October 2017
John David Huddleston
February 2018
Jordan C Merlino
October 2019
Lauren Hoglan Wyatt
October 2012
Douglas James Sanchez
February 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Td Ameritrade Clearing, Inc. Broker-Dealer --
    Td Ameritrade Futures & Forex LLC -- --
    Td Ameritrade Hong Kong Limited -- --
    Td Ameritrade Singapore Pte. Ltd. -- --
    Td Ameritrade Trust Company -- --
    Td Ameritrade, Inc. -- --
    Td Bank, N.A. -- --
    The Insurance Agency of Td Ameritrade, LLC -- --
    Tradewise Advisors, Inc. IAR $0



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Gilbert Russell Ott Secretary November, 2005 less than 5%
      Gerald Paul Krager Chief Compliance Officer June, 2007 less than 5%
      Stephen John Boyle Board Of Managers Member October, 2015 less than 5%
      William Thomas Yates Treasurer October, 2016 less than 5%
      John Bell President July, 2009 less than 5%
      Peter James Desilva Board Of Managers Member September, 2017 less than 5%
      Keith Denerstein Vice President July, 2019 less than 5%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets