Ambassador Advisors, LLC

Ambassador Advisors, LLC (CRD# 116978) is a financial advisory firm headquartered in Lancaster, PA. They manage $384,746,877 in 3,949 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    385
    MILLION
  • Total Number of Accounts
    3,949
    ACCOUNTS
  • Average Account Value
    $97,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, DE, FL, GA, LA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Ambassador Advisors, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Dirk A. Olds
CRD#: 2324104
1249 Upper Front Street, Ste 108, Binghamton, NY 13905
98
Wealthminder
score

Dirk Olds (CRD# 2324104) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Binghamton, NY and has over 23 years of experience in the finance industry.

2
Eric C. Beittel
CRD#: 4102808
1755 Oregon Pike Suite 100, Lancaster, PA 17601
96
Wealthminder
score

Eric Beittel (CRD# 4102808) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 16 years of experience in the finance industry. Eric Beittel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Daniel R. Bailey
CRD#: 1819018
1755 Oregon Pike, Lancaster, PA 17601
93
Wealthminder
score

Daniel Bailey (CRD# 1819018) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 28 years of experience in the finance industry.

4
Bernard I. Bostwick
CRD#: 4327954
1755 Oregon Pike, Lancaster, PA 17601
93
Wealthminder
score

Bernard Bostwick (CRD# 4327954) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 15 years of experience in the finance industry.

5
Steven A. Kavanaugh
CRD#: 5175672
1755 Oregon Pike, Lancaster, PA 17601
93
Wealthminder
score

Steven Kavanaugh (CRD# 5175672) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 10 years of experience in the finance industry.

6
Leonard J. Marsch
CRD#: 5437321
1755 Oregon Pike, Lancaster, PA 17601
93
Wealthminder
score

Leonard Marsch (CRD# 5437321) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 8 years of experience in the finance industry.

7
Ryan M. Middleton
CRD#: 4018469
1755 Oregon Pike, Lancaster, PA 17601
93
Wealthminder
score

Ryan Middleton (CRD# 4018469) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 17 years of experience in the finance industry.

8
Scott R. Monger
CRD#: 1809673
1755 Oregon Pike Suite 100, Lancaster, PA 17601
93
Wealthminder
score

Scott Monger (CRD# 1809673) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 28 years of experience in the finance industry.

9
Curtis L. Musser
CRD#: 5464135
1755 Oregon Pike Suite 100, Lancaster, PA 17601
93
Wealthminder
score

Curtis Musser (CRD# 5464135) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 8 years of experience in the finance industry.

10
Angela K. Shea
CRD#: 5033969
1755 Oregon Pike, Suite 100, Lancaster, PA 17601
93
Wealthminder
score

Angela Shea (CRD# 5033969) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 11 years of experience in the finance industry.

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