RE
Roosevelt P. Elivert
ALLSTATE FINANCIAL ADVISORS
Glen Burnie, MD 21061-3337
Some features on this profile are disabled
CRD#: 5544200
RE
Professional summary
Roosevelt Pierre Elivert is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Glen Burnie, Maryland and ALLSTATE FINANCIAL SERVICES, LLC located in Glen Burnie, Maryland.
Roosevelt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Roosevelt has worked at 4 firms and has passed the Series 63, SIE 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.
CREE INVESTMENTS LLC POSITION: Landlord/Owner NATURE: The Business has already been disclosed. However, I purchased a property with this LLC on 12/1/2016. This used to be my office location which on 12/1/2020 I became an Allstate Agent. I currently collect rent from 2 separate tenants at this location. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 6420 Bob White Ct, Dunkirk MD 20754, United States DESCRIPTION: The Business has already been disclosed. However, I purchased a property with this LLC on 12/1/2016. This used to be my office location which on 12/1/2020 I became an Allstate Agent. I currently collect rent from 2 separate tenants at this location. ROOSEVELT ELIVERT POSITION: Owner NATURE: I am planning on purchasing 2 rental condos in Tulum, Mexico. I will have a property management company that I will hire to collect rent and send to me as income. The property will also be listed once purchased as an AirBNB in order to book the location. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 6420 Bob White Ct, Dunkirk MD 20754, United States DESCRIPTION: I am planning on purchasing 2 rental condos in Tulum, Mexico. I will have a property management company that I will hire to collect rent and send to me as income. The property will also be listed once purchased as an AirBNB in order to book the location. My responsibilities entail with me accepting rents and paying bills associated with maintaining the property. ROOSEVELT ELIVERT POSITION: Landlord/Owner NATURE: This is for 2 rental properties that I own and purchased 1/02/1999 and 9/1/2006. I collect rental income from these properties. They are located in North Carolina. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/02/1999 ADDRESS: 6420 Bob White Ct, Dunkirk MD 20754, United States DESCRIPTION: This is for 2 rental properties that I own and purchased 1/02/1999 and 9/1/2006. I collect rental income from these properties. They are located in North Carolina. RENEWALS POSITION: NA NATURE: I receive trailing commissions for Life insurance written prior to affiliation with Allstate. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: 6420 Bob White Ct, Dunkirk MD 20754, United States DESCRIPTION: I have no duties or responsibilities. It is trailing commissions. INTEGRITY MANAGEMENT LLC POSITION: Partner NATURE: I would like to form a business entity in Wyoming. I'm planning on buying and developing land in Mexico. With my partners we will be building condominiums that we will sell once completed. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2023 ADDRESS: 30 N Gould St. Ste R, Sheridan WY 82801, United States DESCRIPTION: I will be responsible for making decisions on approving the design of the condos that we will be selling. I will also be financially funding the condos that we build. GLOBAL ESTATE MANAGEMENT GROUP LLC POSITION: Partner NATURE: Manage personal rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2023 ADDRESS: 30 N Gould St. Ste R, Sheridan WY 82801, United States DESCRIPTION: Collecting rent and manage repairs and accounting of money. EVERLAKE TRAILING COMMISSIONS POSITION: Agent NATURE: Receiving trailing commissions from Everlake Life Insurance Company due to the sale of Life Insurance business from Allstate to Everlake. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 7310 Ritchie Hwy, Ste 908, Glen Burnie MD 21061, United States DESCRIPTION: Receiving trailing commissions from previous business written with Allstate now owned by Everlake. Servicing existing client life insurance policies.
CRS (Client Relationship Summary) - RIA
Click below to view Roosevelt Pierre Elivert's 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®
NoneExperience
Current
January 28, 2021 - Present
ALLSTATE FINANCIAL ADVISORS, LLC
Office #1: 7310 Ritchie Hwy Ste 908, Glen Burnie, MD 21061-3337RIA
CRD#: 109524
Glen Burnie, MD
Current
January 28, 2021 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 7310 Ritchie Hwy Ste 908, Glen Burnie, MD 21061-3337Office #2: 3000 Mitchellville Rd, Bowie, MD 20716-1300BD
CRD#: 18272
Glen Burnie, MD
Past
August 6, 2018 - December 2, 2020
STATE FARM INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 3487
Bowie, MD
Past
June 30, 2008 - December 2, 2020
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
RALEIGH, NC
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
District of Columbia(1/28/2021)
RR
Georgia(2/24/2021)
RR
Maryland(1/28/2021)
IAR
Maryland(1/28/2021)
RR
Virginia(1/28/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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)
Documents
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.
