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Stephen Andrew Conte

Allstate Financial Advisors, LLC

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About Stephen Andrew Conte

Stephen Conte is a financial advisor who has been in the industry since 2003. Stephen is currently registered with Allstate Financial Advisors, LLC and has been with the firm since 2021. Stephen has worked for several other firms previously, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and BNY Investment Center Inc. Stephen is licensed to provide investment advice in New York. Stephen is committed to providing clients with personalized financial advice.

Firm Information

Stephen Conte is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

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Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Third party advisory fees

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Stephen Conte’s Registration & Firm History

NY

06/22/2021 - Present

Allstate Financial Advisors, LLC (Melville NY)

CT

01/03/2011 - 02/29/2016

VISION (STAMFORD CT)

NY

05/15/2009 - 07/31/2009

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCKVILLE CENTRE NY)

NY

06/05/2006 - 04/09/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FOREST HILLS NY)

NY

05/24/2005 - 06/09/2006

BNY INVESTMENT CENTER INC. (NEW YORK NY)

NJ

02/24/2003 - 05/10/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NJ

01/02/2003 - 02/12/2003

PARK SOUTH SECURITIES, LLC (ISELIN NJ)

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Licenses & Designations

IA

Issued 06/14/2006

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/23/2013

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2010

Series 3 - National Commodity Futures Examination

BC

Issued 02/02/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 12/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Andrew Conte.
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