Ron
Greenfield

Allstate Financial Advisors, LLC

CRD#5668960
Investment Advisor
in Cedar Knolls, NJ

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About this Advisor

Ron Greenfield is a financial advisor who works in Cedar Knolls, New Jersey with 3 years of industry experience. Greenfield is on the advisory team at Allstate Financial Advisors, LLC. Their career trajectory has included roles at Nylife Securities LLC, New York Life Insurance Company, American United Life, Oneamerica Securities, Jd Mellberg Financial, LLC, Secure Investment Management, LLC, Specialized Advisors LLC, Brookstone Capital Manangement, Allstate Insurance Company and Finra. Greenfield holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Allstate Financial Advisors, LLC is a financial advisory firm headquartered in Lincoln, NE. The firm has offices in 39 locations and a total of 335 employees. It manages $29 million in total assets among its 139 customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. The advisory firm provides selection of other advisers. Financial advisory fees vary depending on which services are offered. Fee types charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

228 Ridgedale Avenue
Cedar Knolls, NJ 07927-2103

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

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

335

NJ Average: 226
Total Number of Accounts

139

NJ Average: 7,467
Average Account Size

$205,173

NJ Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Ron Greenfield Work History

Ron has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Allstate Insurance Company

2018 - Present (6 years)

Finra

2019 - 2019 (< 1 year)

Specialized Advisors LLC

2019 - 2020 (1 year)

Brookstone Capital Manangement

2018 - 2020 (2 years)

Jd Mellberg Financial, LLC

2018 - 2019 (1 year)

Secure Investment Management, LLC

2016 - 2018 (2 years)

Oneamerica Securities

2015 - 2018 (3 years)

American United Life

2009 - 2015 (6 years)

Nylife Securities LLC

2009 - 2015 (6 years)

New York Life Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ron Greenfield 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

Charles Powell
Virginia Beach, VA
Spencer Miller
Los Angeles, CA
Kevin Taalman
Northbrook, IL
Thomas Caffrey
Hilton Head Island, SC
Avinash Daswani
Plainview, NY
William Doran
Bedford, TX
Annie Cronin
Daly City, CA
Trish Le
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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