Roosevelt
Elivert

Allstate Financial Advisors, LLC

CRD#5544200
Investment Advisor
in Glen Burnie, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Roosevelt Elivert is a financial advisor based in Glen Burnie, Maryland, working with Allstate Financial Advisors, LLC. Roosevelt has previously held positions at State Farm Insurance, State Farm Vp Management Corp, Roosevelt Elivert Insurance Agency, State Farm Investment Management Corp, Allstate Insurance Company, Cree Investments LLC, E.M.D. Development Group, Integrity Management LLC, and Global Estate Management Group LLC. Roosevelt has passed the Series 63 regulatory exam and is registered to provide services in Maryland. Currently, Roosevelt is part of Allstate Financial Advisors, LLC, which operates out of Glen Burnie, Maryland. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

7310 Ritchie Hwy Ste 908
Glen Burnie, MD 21061-3337

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

MD Average: $1,978,216,465
Total Number of Employees

350

MD Average: 226
Total Number of Accounts

189

MD Average: 7,467
Average Account Size

$328,756

MD Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Roosevelt Elivert Work History

2023 - Present (1 year)

Integrity Management LLC

2023 - Present (1 year)

Global Estate Management Group LLC

2020 - Present (4 years)

Allstate Insurance Company

2019 - Present (5 years)

Cree Investments LLC

2016 - Present (8 years)

Roosevelt Elivert Insurance Agency

2015 - Present (9 years)

Cree Investments LLC

2023 - 2023 (< 1 year)

E.M.D. Development Group

2018 - 2020 (2 years)

State Farm Investment Management Corp

2016 - 2020 (4 years)

State Farm Vp Management Corp

2014 - 2015 (1 year)

State Farm Insurance

2014 - 2015 (1 year)

State Farm Vp Management Corp

2013 - 2014 (1 year)

State Farm Insurance

2013 - 2014 (1 year)

State Farm Vp Management Corp

Disclosures

Please visit the SEC profile of Roosevelt Elivert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allstate Financial Advisors, LLC

Peter Lopresti
Chester, NY
Connor Vanderbrug
Elmhurst, IL
Matthew Walsh
Lincoln, NE
Patrick Hamilton
Mount Prospect, IL
Brian Streem
Debary, FL
Stephen Demaio
Bethpage, NY
Travis Work
Omaha, NE
Joseph Volpi
Nashville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started