Peter Lopresti
Peter Lopresti is a registered investment advisor at Allstate Financial Advisors, LLC, based in Chester, NY, with 18 years of industry experience. Peter 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
69 Brookside Ave Ste 202, Chester, NY, 10918-1308
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Peter co-owns a quarter-share vacation unit at Mount Snow Grand Summit Resort with Ryanne LoPresti. He manages the rental calendar and handles related financial tasks, dedicating minimal time to this activity.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
David Lerner Associates, INC.Broker
Chase Investment Services CORP.Broker
State Registrations6 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.