Fritz
Vilton

Allstate Financial Advisors, LLC

CRD#3007990
Investment Advisor
in Brooklyn, NY

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About this Advisor

Fritz Vilton is a financial advisor based in Brooklyn, New York, working with Allstate Financial Advisors, LLC. Fritz has previously held positions at Life Planning Group/Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc, Equity Services, Inc, Nl Financial Alliance, National Life Insurance Company, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Grant Associates Inc, New York Life, National Life, Life Planning Group, Bedford Stuyvesant Restoration Corporation, Bsrc, National Life Of Vermont, and Allstate Insurance Company. Fritz has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Fritz is part of Allstate Financial Advisors, LLC, which operates out of Brooklyn, New York. 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 65, Series 63

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

20 Avenue O
Brooklyn, NY 11204-6045

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

NY Average: 226
Total Number of Accounts

189

NY Average: 7,467
Average Account Size

$328,756

NY Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Fritz Vilton Work History

2022 - Present (2 years)

Bedford Stuyvesant Restoration Corporation

2022 - Present (2 years)

Bsrc

2022 - Present (2 years)

Allstate Insurance Company

2020 - 2021 (1 year)

Transamerica Financial Advisors, Inc

2019 - 2021 (2 years)

World Financial Group, Inc

2017 - 2022 (5 years)

Grant Associates Inc

2017 - 2017 (< 1 year)

New York Life

2015 - 2015 (< 1 year)

National Life Insurance Company

2015 - 2015 (< 1 year)

Equity Services, Inc

2014 - 2014 (< 1 year)

Equity Services, Inc

2014 - 2014 (< 1 year)

Nl Financial Alliance

2014 - 2015 (1 year)

National Life

2014 - 2015 (1 year)

National Life Of Vermont

2013 - 2014 (1 year)

Life Planning Group/Penn Mutual Life Insurance Company

2013 - 2014 (1 year)

Hornor, Townsend & Kent, Inc

2013 - 2015 (2 years)

Life Planning Group

Disclosures

Please visit the SEC profile of Fritz Vilton 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
James Makal
Bloomsburg, PA
Jennifer Foust
Pleasanton, CA
Kevin Klipp
Jacksonville, FL
Ryan Paris
Englewood, CO
Trish Le
Burlingame, CA
Travis Work
Omaha, NE
Patrick Hamilton
Mount Prospect, IL

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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