Keystone Capital Advisors
45yrs
Top advisor by experience in West Chester
37yrs
David Eric Small
Financial advisor at Ameritas Advisory Services
At a glance
Experience37 years (since 1990)
How that compares ?Top 7% by experience nationwide
Office1255 Bowman Ave, West Chester, PA 19380
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through Ameritas Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2021 – nowAmeritas Advisory Services, LLCCurrent firm
- 2002 – 2004THE Advisors Group, Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Ameritas Advisory Services at 800-335-9858 and ask for David Eric Small. David works from the West Chester, PA office.
How long has David been a financial advisor?
David has been in the industry since 1990, about 37 years. Top 7% by experience nationwide.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Ameritas Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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