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SECURITIES AMERICA ADVISORS, INC.

LA VISTA, NE · CRD 110518 · IAPD ↗ · synfintax.com · 402-399-9111

$40.42BRegulatory AUM
2025Advisory reps
4468Employees
10790Clients
More than 500Planning clients
0Private funds
53States
29Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2024 — SECURITIES AMERICA ADVISORS, INC. (LA VISTA, NE) left the SEC roster (was $40.42B RAUM, 2025 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
April 2024 — SECURITIES AMERICA ADVISORS, INC. shrank from 2119 to 2025 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — SECURITIES AMERICA ADVISORS, INC. added office(s): 1469 -> 1477 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.