Suzanne Nitzberg
Suzanne Nitzberg is a CFP-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Manhasset, NY, with 42 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
21 E Shore Rd, Manhasset, NY, 11030-2922
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2007Other Business ActivitiesSells Insurance
Suzanne is involved in insurance and financial service sales through SHN Caoital Strategy, taking nearly full-time hours. The LLC was set up to file as an S corporation for tax purposes.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Santander Securities LLCBroker
Santander Securities
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
MML Investors Services, INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Citicorp Investment ServicesBroker
M. H. Meyerson & CO., INC.Broker
R.h.damon & CO., INC.Broker
F.N. Wolf & CO., INC.Broker
Steinberg & LymanBroker
Diversified Equities CORP.Broker
Shearson Lehman/american Express INC.Broker
Whitehall Securities, INC.Broker
First Investors CorporationBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.