Annie Cronin

Allstate Financial Advisors, LLC

30 Years of Experience

3 DisclosuresBroker

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

333 Gellert Blvd Ste 228, Daly City, CA, 94015-2660

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

February 2012

Customer Dispute

January 2009

Denied

Judgment / Lien

February 1994

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Allstate Financial Advisors, LLC

March 2013 - Present · 12 yrs 11 mos

Allstate Financial Services, LLCBroker

March 2013 - Present · 12 yrs 11 mos

Previous Registrations

Eagle Strategies LLC

March 2010 - March 2012 · 2 yrs

Nylife Securities LLCBroker

April 2009 - March 2012 · 2 yrs 11 mos

Aci

January 2007 - January 2009 · 2 yrs

Citicorp Investment ServicesBroker

April 2005 - May 2006 · 1 yr 1 mo

Citicorp Investment Services

April 2005 - May 2006 · 1 yr 1 mo

Morgan Stanley

January 2001 - April 2005 · 4 yrs 3 mos

Morgan Stanley Dw INC.Broker

September 2000 - April 2005 · 4 yrs 7 mos

CueBroker

June 1997 - August 2000 · 3 yrs 2 mos

CueBroker

June 1997 - June 1997 · 0 mos

MML Investors Services, INC.Broker

February 1995 - June 1997 · 2 yrs 4 mos

John Hancock Distributors, INC.Broker

July 1993 - January 1995 · 1 yr 6 mos

John Hancock Mutual Life Insurance CompanyBroker

July 1993 - January 1995 · 1 yr 6 mos

State Registrations2 states

CATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.