Michael S. Wardeh

ALLSTATE FINANCIAL ADVISORS

Altamonte Springs, FL 32714-7243

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CRD#: 5071259

Professional summary

Michael Sadik Wardeh, who also goes by Michael S Wardeh, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Altamonte Springs, Florida and ALLSTATE FINANCIAL SERVICES, LLC located in Altamonte Springs, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Michael has worked at 6 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael S Wardeh

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.

Greater Promise Financial, LLC. This is investment related lead generator based in Orlando Florida, assisting families that have children with special needs. I have expertise in the area of helping families with solving certain problems that arise later in life namely providing for their child long after they are no longer living. I spend approximately 20-30% of trading hours to this business. My position in the company is the owner. I sell life insurance and annuity products. I started the LLC in February of 2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Sadik Wardeh'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

July 10, 2025 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 940 Centre Cir Ste 2012, Altamonte Springs, FL 32714-7243

RIA

CRD#: 109524

Altamonte Springs, FL

Current

July 21, 2025 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 940 Centre Cir Ste 2012, Altamonte Springs, FL 32714-7243

CRD#: 18272

Altamonte Springs, FL

Past

May 17, 2024 - June 23, 2025

INTERACTIVE FINANCIAL ADVISORS

RIA

CRD#: 125117

Orlando, FL

Past

June 5, 2007 - August 4, 2021

AMERICAN FIDELITY SECURITIES, INC.

CRD#: 11852

OKLAHOMA CITY, OK

Past

December 14, 2005 - January 26, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

ORLANDO, FL

Past

December 14, 2005 - January 26, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ORLANDO, FL

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

IAR

Florida
(7/10/2025)

Florida
(8/12/2025)

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 65

Date: 4/25/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/13/2005

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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Firm Stability Insights

Michael S. Wardeh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Sadik Wardeh's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

INTERACTIVE FINANCIAL ADVISORS

AMERICAN FIDELITY SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2024

SIE

Date: 10/1/2018

Series 6

Date: 12/13/2005

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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