Terry Toth

ALLSTATE FINANCIAL ADVISORS

Strongsville, OH 44136-8434

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CRD#: 1653281

Professional summary

Terry Toth is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Strongsville, Ohio and ALLSTATE FINANCIAL SERVICES, LLC located in Strongsville, Ohio.

Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Terry has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CITY OF STRONGSVILLE POSITION: Board Member NATURE: The SV Planning Commission reviews proposals for development in the city of Strongsville. Final decisions are made by City Council and they take our recommendations into consideration. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2023 ADDRESS: 16099 Foltz Parkway, Strongsville OH 44149, United States DESCRIPTION: The SV Planning Commission reviews proposals for development in the city of Strongsville. Final decisions are made by City Council and they take our recommendations into consideration. TRAILING COMMISSIONS FROM EVERLAKE, LBL, WILTON RE AND THE STANDARD POSITION: Sales NATURE: Servicing Allstate legacy business for Everlake, LBL, Wilton RE, and The Standard Accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 12331 Pearl Rd, Strongsville OH 44136, United States DESCRIPTION: Servicing customers for Allstate legacy business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Toth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 6, 2019 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 19644 W 130th St, Strongsville, OH 44136-8434

RIA

CRD#: 109524

Strongsville, OH

Current

March 6, 2019 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 19644 W 130th St, Strongsville, OH 44136-8434

CRD#: 18272

Strongsville, OH

Past

February 11, 2019 - March 22, 2019

W&S BROKERAGE SERVICES, INC.

RIA

CRD#: 8099

WILLOUGHBY, OH

Past

August 30, 2017 - March 22, 2019

W&S BROKERAGE SERVICES, INC.

CRD#: 8099

WILLOUGHBY, OH

Past

March 25, 2017 - August 4, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

STRONGSVILLE, OH

Past

March 25, 2017 - August 4, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

May 22, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

STRONGSVILLE, OH

Past

January 12, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

March 21, 2012 - November 7, 2014

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

AKRON, OH

Past

March 21, 2012 - November 7, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

AKRON, OH

Past

December 14, 2010 - March 22, 2012

PRUCO SECURITIES, LLC.

CRD#: 5685

MAYFIELD HEIGHTS, OH

Past

July 7, 2005 - September 1, 2010

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

BROADVIEW HEIGHTS, OH

Past

January 5, 2000 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

BROADVIEW HEIGHTS, OH

Past

January 5, 2000 - September 1, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BROADVIEW HEIGHTS, OH

Past

October 29, 1998 - December 21, 1999

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LINCOLN, NE

Past

February 12, 1998 - October 29, 1998

AFD, INC.

CRD#: 34047

NORTHBROOK, IL

Past

June 15, 1987 - May 21, 1996

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

June 15, 1987 - May 21, 1996

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(4/25/2023)

Ohio
(3/6/2019)

IAR

Ohio
(3/6/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/5/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/4/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/12/1987

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Terry Toth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Toth's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

W&S BROKERAGE SERVICES, INC.

W&S BROKERAGE SERVICES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

PRUCO SECURITIES, LLC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

AFD, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/5/2012

SIE

Date: 10/1/2018

Series 7

Date: 3/4/2004

Series 6

Date: 6/12/1987

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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