Stephen
Conte

Allstate Financial Advisors, LLC

CRD#4617318
Investment Advisor
in Melville, NY

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About this Advisor

Stephen Conte is a financial advisor working in Melville, New York with a total of 2 years of relevant experience. Conte works at Allstate Financial Advisors, LLC. During their career, Conte has held roles at Park Avenue Asset Management, Vision Brokerage Services, Vision Financial Markets LLC, Vision Investment Advisors LLC, Allstate Insurance Co and Conte & Associates Inc. Conte has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Allstate Financial Advisors, LLC is a financial advisory firm based in Lincoln, NE. The firm has offices in 39 locations and a total of 335 employees. It has $29 million in total assets between its 139 client accounts, placing it among the smaller firms in the country by assets under management. The advisory firm offers selection of other advisers. Fees for financial advice typically depend on which service is provided. However, fees billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

2 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

534 Broadhollow Rd Ste 250
Melville, NY 11747-3644

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

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

335

NY Average: 226
Total Number of Accounts

139

NY Average: 7,467
Average Account Size

$205,173

NY Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Stephen Conte Work History

Stephen has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Allstate Insurance Co

2016 - Present (8 years)

Conte & Associates Inc

2014 - 2015 (1 year)

Vision Financial Markets LLC

2011 - 2016 (5 years)

Vision Brokerage Services

2011 - 2016 (5 years)

Vision Investment Advisors LLC

2010 - 2013 (3 years)

Park Avenue Asset Management

*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 Stephen Conte 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

Lester Norwood
Newport News, VA
Melissa Shanhouse
Tyler, TX
Joseph Mcdonough
Las Vegas, NV
Robert Sorensen
Chico, CA
John Saulpaw
Saint George, UT
Tracey Hurst
St Johns, FL
Annie Cronin
Daly City, CA
Jamaal Moore
Sugar Land, TX

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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