Joseph
Rosario

Allstate Financial Advisors, LLC

CRD#5640438
Investment Advisor
in Northbrook, IL

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About this Advisor

Joseph Rosario is a financial advisor whose office is in Northbrook, Illinois. Currently an investment advisor at Allstate Financial Advisors, LLC, Rosario has nine years of work experience. Rosario has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Rosario is able to advise investors based out of Illinois. Throughout their career, they have worked at Mass Mutual Life Insurance Company, Northwestern Mutual Life Insurance Company, Depaul University, Mml Investors Services, Allstate, Pruco Securities, LLC, The Prudential Insurance Company Of America, Aig Financial Network, Guardian Life Ins and Park Avenue Securities. Allstate Financial Advisors, LLC is based out of Northbrook, Illinois, and has 36 other offices throughout the United States. Overall, Allstate Financial Advisors, LLC manages $38 million in assets throughout 158 accounts and retains more than 318 people. The level of assets currently under the firm's management makes it one of the smaller financial advisory firms in the United States. None of the advisory firm's 158 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Allstate Financial Advisors, LLC can provide selection of other advisers. The firm may charge clients other fees.

Certifications and Registrations

Series 66

Years of Experience

9 years

Services Offered

Selection of other advisers

Fee Structure

Others

Disclosures

No

Office Location

3075 Sanders Rd Ste I2
Northbrook, IL 60062-7119

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$37,476,285

IL Average: $6,674,516,078
Total Number of Employees

393

IL Average: 44
Total Number of Accounts

208

IL Average: 2,564
Average Account Size

$180,174

IL Average: $2,603,165

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Investment Advisory Services

  • Selection of other advisers

Joseph Rosario Work History

Joseph has 9 years of experience.

2017 - Present (3 years)

Allstate

2017 - 2017 (< 1 year)

Mml Investors Services

2016 - 2016 (< 1 year)

Pruco Securities, LLC

2016 - 2016 (< 1 year)

The Prudential Insurance Company Of America

2016 - 2016 (< 1 year)

Guardian Life Ins

2016 - 2016 (< 1 year)

Park Avenue Securities

2016 - 2017 (1 year)

Mass Mutual Life Insurance Company

2014 - 2014 (< 1 year)

Mml Investors Services

2014 - 2016 (2 years)

Aig Financial Network

2012 - 2014 (2 years)

Mass Mutual Life Insurance Company

2009 - 2012 (3 years)

Northwestern Mutual Life Insurance Company

2009 - 2011 (2 years)

Depaul University

Disclosures

Joseph Rosario has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Allstate Financial Advisors, LLC

Joseph Beranger
Ventura, CA
Joseph Rosario
Northbrook, IL
Mohammed Aoun
Utica, MI
Scott Kishbaugh
San Ramon, CA
Robert Sorensen
Chico, CA
Fred Shearer
Wexford, PA
Michael Azzato
Staten Island, NY
Michael Suggs
Longview, TX

This content was compiled from the SEC and FINRA.

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