Avinash Daswani

Allstate Financial Advisors, LLC

18 Years of Experience

2 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

54 Sunnyside Blvd Ste H, Plainview, NY, 11803

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History

Regulatory History (2)

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.

Customer Dispute

March 2022

Denied

Employment Separation After Allegations

October 2012

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Allstate Financial Advisors, LLC

April 2018 - Present · 7 yrs 10 mos

Allstate Financial Services, LLCBroker

April 2018 - Present · 7 yrs 10 mos

Previous Registrations

International Assets Advisory, LLCBroker

September 2016 - December 2016 · 3 mos

Citigroup Global Markets INC.

February 2013 - June 2016 · 3 yrs 4 mos

Citigroup Global Markets INC.Broker

January 2013 - June 2016 · 3 yrs 5 mos

J.P. Morgan Securities LLC

October 2012 - October 2012 · 0 mos

J.P. Morgan Securities LLCBroker

October 2012 - October 2012 · 0 mos

Chase Investment Services CORP.

May 2008 - October 2012 · 4 yrs 5 mos

Chase Investment Services CORP.Broker

May 2008 - October 2012 · 4 yrs 5 mos

Chase Investment Services CORP.Broker

June 2005 - May 2007 · 1 yr 11 mos

Pruco Securities, LLC.Broker

September 2004 - April 2005 · 7 mos

State Registrations15 states

CACOCTFLGAMAMDNCNJNYPARISCTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.