TrueAdvisor
TrueAdvisor
AF
AF

Alan Samuel Friedlander

Allstate Financial Advisors, LLC
30 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Allstate Financial Advisors, LLC
Compensation
N/A
Firm Size
316 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

Location

480 W Half Day Rd, Buffalo Grove, IL, 60089-6555

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Allstate Financial Services, LLCBroker
February 2024 - Present · 2 yrs
Allstate Financial Advisors, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Fifth Third Securities, INC.Broker
April 2022 - August 2023 · 1 yr 4 mos
Fifth Third Securities, INC.
April 2022 - August 2023 · 1 yr 4 mos
D.H. Hill Advisors, INC.
September 2009 - April 2022 · 12 yrs 7 mos
D.H. Hill Securities, LllpBroker
July 2007 - April 2022 · 14 yrs 9 mos
Morgan Stanley
August 2004 - June 2005 · 10 mos
Morgan Stanley Dw INC.Broker
July 2004 - June 2005 · 11 mos
Waterstone Financial Group, INC.Broker
March 2003 - August 2004 · 1 yr 5 mos
Commonwealth Financial NetworkBroker
June 2001 - December 2002 · 1 yr 6 mos
Oak Brook Securities CORP.Broker
April 1997 - June 2001 · 4 yrs 2 mos
New England SecuritiesBroker
September 1992 - April 1997 · 4 yrs 7 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.