Suzanne
Nitzberg

Allstate Financial Advisors, LLC

CRD#1173209
Investment Advisor
in Roslyn, NY

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About this Advisor

Suzanne Nitzberg is a certified financial planner working in Roslyn, New York with 2 years of relevant experience. Nitzberg is an employee of Allstate Financial Advisors, LLC. Over the course of their career, Nitzberg has held roles at Allstate Insurance Co, Santander Bank Na, Santander Securities LLC and Shn Capital Strategy LLC. Nitzberg has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Allstate Financial Advisors, LLC is a registered investment firm that has its headquarters in Lincoln, NE. The company has offices in 39 locations and a total of 335 people on staff. It has $29 million in assets across its 139 customer accounts, placing it among the smaller investment advisory firms in the country by assets under management. The company offers selection of other advisers. Financial management fees usually depend on which services are offered. Fees charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

26 Middleneck Rd Ste 1P
Roslyn, NY 11576-1336

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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

Suzanne Nitzberg Work History

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

2022 - Present (2 years)

Shn Capital Strategy LLC

2014 - Present (10 years)

Allstate Insurance Co

2014 - 2014 (< 1 year)

Santander Bank Na

2014 - 2014 (< 1 year)

Santander Securities LLC

2010 - 2014 (4 years)

Allstate Insurance Co

*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 Suzanne Nitzberg 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

Joseph Mcdonough
Las Vegas, NV
Thomas Caffrey
Hilton Head Island, SC
Jamaal Moore
Sugar Land, TX
Trish Le
San Francisco, CA
Robert Sorensen
Chico, CA
Kevin Taalman
Northbrook, IL
Annie Cronin
Daly City, CA
Neetaben Patel
Grayson, GA

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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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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