Peter
Lopresti

Allstate Financial Advisors, LLC

CRD#5422032
Investment Advisor
in Chester, NY

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About this Advisor

Peter Lopresti is a financial advisor based in Chester, New York, working with Allstate Financial Advisors, LLC. Peter has previously held positions at E*Trade Securities LLC, E*Trade Capital Management LLC, Morgan Stanley, Allstate Insurance Company, Mount Snow Grand Summit Resort, and Lopresti Family Office LLC. Peter has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Peter is part of Allstate Financial Advisors, LLC, which operates out of Chester, 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 63, Series 66

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

69 Brookside Ave Ste 202
Chester, NY 10918-1308

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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

Peter Lopresti Work History

2023 - Present (2 years)

Allstate Insurance Company

2023 - Present (2 years)

Lopresti Family Office LLC

2022 - Present (3 years)

Mount Snow Grand Summit Resort

2023 - 2023 (< 1 year)

Morgan Stanley

2021 - 2023 (2 years)

E*Trade Securities LLC

2021 - 2023 (2 years)

E*Trade Capital Management LLC

2014 - 2021 (7 years)

E*Trade Securities LLC

2014 - 2021 (7 years)

E*Trade Capital Management LLC

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Disclosures

Please visit the SEC profile of Peter Lopresti 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
Donald Jankowski
Venice, FL
Brian Streem
Debary, FL
Joseph Volpi
Nashville, TN
Matthew Walsh
Lincoln, NE
James Makal
Bloomsburg, PA
Travis Work
Omaha, NE
Ryan Paris
Englewood, CO

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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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.

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