Suzanne
Nitzberg

Allstate Financial Advisors, LLC

CRD#1173209
Investment Advisor
in Roslyn, NY

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About this Advisor

Suzanne Nitzberg is a financial advisor based in Roslyn, New York, working with Allstate Financial Advisors, LLC. Suzanne has previously held positions at Santander Bank Na, Santander Securities LLC, Allstate Insurance Co, and Shn Capital Strategy LLC. Suzanne has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Suzanne is part of Allstate Financial Advisors, LLC, which operates out of Roslyn, 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 65, CERTIFIED FINANCIAL PLANNER™

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

$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

Suzanne Nitzberg Work History

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

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

Kevin Klipp
Jacksonville, FL
Marlen Osadchy
Brooklyn, NY
Joseph Volpi
Nashville, TN
Jennifer Foust
Pleasanton, CA
Matthew Walsh
Lincoln, NE
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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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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