Roosevelt
Elivert

Allstate Financial Advisors, LLC

CRD#5544200
Investment Advisor
in Glen Burnie, MD

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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

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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

Marlen Osadchy
Brooklyn, NY
Thomas Birks
Bloomfield, NJ
Kevin Klipp
Jacksonville, FL
Peter Lopresti
Chester, NY
Donald Jankowski
Venice, FL
Robert Burns
Falls Church, VA
Travis Work
Omaha, NE
Suzanne Nitzberg
Roslyn, NY

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.

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