AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
FV

Fritz-gerald Vilton

ALLSTATE FINANCIAL ADVISORS
Brooklyn, NY 11215-8130
Some features on this profile are disabled
CRD#: 3007990
FV

Professional summary

Fritz-gerald Vilton, who also goes by Fritz G VIlton, Fritz Gerald Vilton, Fritz Vilton, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Brooklyn, New York and ALLSTATE FINANCIAL SERVICES, LLC located in Brooklyn, New York.

Fritz-gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Fritz-gerald has worked at 18 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Fritz G Vilton | Fritz Gerald Vilton | Fritz Vilton

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 Fritz-gerald Vilton'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

January 6, 2026 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 336 9th St, Brooklyn, NY 11215-8130
RIA
CRD#: 109524
Brooklyn, NY
Current

January 6, 2026 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 336 9th St, Brooklyn, NY 11215-8130
BD
CRD#: 18272
Brooklyn, NY
Past

November 15, 2022 - July 1, 2025

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
BROOKLYN, NY
Past

November 9, 2022 - July 1, 2025

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Brooklyn, NY
Past

July 28, 2020 - February 24, 2021

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
NEW YORK, NY
Past

May 29, 2020 - February 24, 2021

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
NEW YORK, NY
Past

June 13, 2017 - August 17, 2017

NYLIFE SECURITIES LLC

BD
CRD#: 5167
MELVILLE, NY
Past

July 29, 2015 - December 31, 2015

EQUITY SERVICES, INC.

BD
CRD#: 265
HAUPPAUGE, NY
Past

October 2, 2014 - December 23, 2014

EQUITY SERVICES, INC.

BD
CRD#: 265
NEW YORK, NY
Past

February 28, 2013 - August 7, 2014

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
UNIONDALE, NY
Past

August 27, 2009 - March 14, 2011

CONDATA FINANCIAL

BD
CRD#: 108715
NEW YORK, NY
Past

June 22, 2006 - July 15, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

March 31, 2006 - June 14, 2006

J.H. DARBIE & CO., INC.

BD
CRD#: 43520
NEW YORK, NY
Past

February 3, 2006 - March 13, 2006

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
BROOKLYN, NY
Past

December 17, 2004 - March 1, 2005

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

April 26, 2004 - September 22, 2004

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

September 21, 2000 - May 15, 2001

NEBRASKA HUDSON COMPANY, INC.

BD
CRD#: 27501
OMAHA, NE
Past

October 28, 1999 - November 2, 1999

JOSEPH GUNNAR & CO. LLC

BD
CRD#: 24795
UNIONDALE, NY
Past

August 19, 1999 - November 17, 1999

TARPON SCURRY INVESTMENTS, INC.

BD
CRD#: 34635
NEW YORK, NY
Past

April 21, 1999 - May 25, 2000

DALTON KENT SECURITIES GROUP, INC.

BD
CRD#: 38813
NEW YORK, NY
Past

January 4, 1999 - March 19, 1999

JWGENESIS FINANCIAL GROUP, INC

BD
CRD#: 38166
BOCA RATON, FL
Past

December 10, 1998 - January 4, 1999

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

April 1, 1998 - December 17, 1998

MILLENNIUM SECURITIES CORP.

BD
CRD#: 31695
NEW YORK, NY

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
New York
(1/6/2026)
IAR
New York
(1/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/24/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/30/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/29/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/17/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/2004
General Securities Representative Examination
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 109524Brooklyn, NY 11215-8130

TRUST BUT VERIFY

Monitor Fritz-gerald Vilton

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Anthony J. Macagna
Anthony MacagnaAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
RIDGEWOOD, NJ
Anita Narendra Srivastava
Anita SrivastavaAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Paramus, NJ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.