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ER

Eric O. Rivera Bonilla

ALLSTATE FINANCIAL ADVISORS
Leesburg, FL 34748-5303
CRD#: 1962330
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ER
Eric Orlando Rivera BonillaALLSTATE FINANCIAL ADVISORS

Professional summary

Eric Orlando Rivera Bonilla, who also goes by Eric Orlando Rivera, Eric O Rivera Bonilla, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Leesburg, Florida and ALLSTATE FINANCIAL SERVICES, LLC located in Leesburg, Florida.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Eric has worked at 18 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7, Series 9, Series 10, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eric Orlando Rivera | Eric O Rivera Bonilla

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Orlando Rivera Bonilla'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

June 9, 2026 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 1100 E North Blvd, Leesburg, FL 34748-5303
RIA
CRD#: 109524
Leesburg, FL
Current

April 29, 2026 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 1100 E North Blvd, Leesburg, FL 34748-5350
BD
CRD#: 18272
LEESBURG, FL
Past

July 1, 2022 - September 3, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
WINTER PARK, FL
Past

June 9, 2022 - September 3, 2025

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
WINTER PARK, FL
Past

July 8, 2021 - June 14, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
JACKSONVILLE, FL
Past

June 27, 2021 - June 3, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL
Past

October 2, 2017 - May 26, 2021

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
FERN PARK, FL
Past

November 29, 2016 - October 3, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
APOPKA, FL
Past

November 29, 2016 - October 3, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
APOPKA, FL
Past

August 5, 2015 - November 16, 2016

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
EUSTIS, FL
Past

August 4, 2015 - November 16, 2016

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
EUSTIS, FL
Past

January 5, 2010 - August 3, 2015

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
ORLANDO, FL
Past

December 11, 2009 - August 3, 2015

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
ORLANDO, FL
Past

December 20, 2005 - November 6, 2009

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
OCALA, FL
Past

August 11, 2005 - November 6, 2009

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
OCALA, FL
Past

August 24, 2004 - July 29, 2005

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
BIRMINGHAM, AL
Past

May 13, 2004 - July 16, 2004

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

July 3, 2001 - February 6, 2004

POPULAR SECURITIES, LLC

BD
CRD#: 8096
SAN JUAN, PR
Past

June 24, 1993 - July 13, 2001

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

February 5, 1993 - February 26, 1993

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

July 19, 1991 - July 2, 1993

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759
CEDAR RAPIDS, IA
Past

July 25, 1990 - July 1, 1991

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

July 25, 1990 - July 1, 1991

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

November 20, 1989 - March 17, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO

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".
AF
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.
RR
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

RR
Florida
(4/29/2026)
IAR
Florida
(6/9/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/29/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/21/1989
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/6/2001
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 7/21/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm

AF
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 Accounts280
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.

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524Leesburg, FL 34748-5303

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