Annie Cronin
Annie Cronin is a registered investment advisor at Allstate Financial Advisors, LLC, based in Daly City, CA, with 30 years of industry experience. Annie 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
333 Gellert Blvd Ste 228, Daly City, CA, 94015-2660
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
February 2012Customer Dispute
January 2009Judgment / Lien
February 1994Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Aci
Citicorp Investment ServicesBroker
Citicorp Investment Services
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Morgan Stanley Dw INC.Broker
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John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 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.