Roosevelt Elivert
Roosevelt Elivert is a ChFC-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Glen Burnie, MD, with 17 years of industry experience. Roosevelt 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
7310 Ritchie Hwy Ste 908, Glen Burnie, MD, 21061-3337
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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 ActivitiesSells Insurance
Roosevelt owns CREE Investments LLC, through which he buys and manages real estate, and plans to develop land in Mexico through Integrity Management LLC. He also collects rent from several properties and receives trailing commissions for life insurance written prior to his Allstate affiliation, spending minimal time on these activities.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations5 states
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