CM
CM

Chris Maliarakis

2 Years of Experience
Bayside, NY
Broker

Chris Maliarakis is a registered investment advisor at Allstate Financial Advisors, LLC, based in Bayside, NY, with 2 years of industry experience. Chris 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
N/A
Firm Size
336 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

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.

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Location

4240 Bell Blvd Ste 301, Bayside, NY, 11361-2861

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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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Other Business Activities

Chris is the President of Smartcharge LLC, a merchant services business providing point-of-sale terminals and electronic card payment services since 2010. Chris spends a few hours per week on this business, primarily opening and managing merchant accounts and providing technical support.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
September 2024 - Present · 1 yr 10 mos
Allstate Financial Services, LLCBroker
July 2024 - Present · 2 yrs
Allstate Financial Services, LLC
July 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2000 - March 2001 · 1 yr 1 mo
State Registrations4 states
FLNJNYPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.