TrueAdvisor
TrueAdvisor
AP
AP

Adam Joshua Paganetti

Allstate Financial Advisors, LLC
20 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

744 N Broadway, North Massapequa, NY, 11758-2331

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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.

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Employment History
Current Registrations
Allstate Financial Advisors, LLC
April 2024 - Present · 1 yr 10 mos
Allstate Financial Services, LLCBroker
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
PFS Investments INC.Broker
January 2018 - May 2018 · 4 mos
PFS Investments INC.Broker
July 2005 - December 2017 · 12 yrs 5 mos
State Registrations6 states
FLNJNMNYOHSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.