AG
AG

Anthony Guerriero

9 Years of Experience
Broker

Anthony Guerriero is a registered investment advisor at Allstate Financial Advisors, LLC, based in Fairfield, NJ, with 9 years of industry experience. Anthony 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

186 Fairfield Rd Fl 2, Fairfield, NJ, 07004-2423

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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

Anthony owns rental property investments since 1997. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
February 2024 - Present · 2 yrs 2 mos
Allstate Financial Services, LLCBroker
August 2016 - Present · 9 yrs 8 mos
State Registrations1 state
NJ
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.
Anthony Guerriero - Financial Advisor | TrueAdvisor