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
Ron Greenfield

Ron Greenfield

ALLSTATE FINANCIAL ADVISORS
Cedar Knolls, NJ 07927-2103
Some features on this profile are disabled
CRD#: 5668960
Ron Greenfield

Professional summary

Ron Greenfield, CFP®, who also goes by Ron Noel Greenfield, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Cedar Knolls, New Jersey and ALLSTATE FINANCIAL SERVICES, LLC located in Cedar Knolls, New Jersey.

Ron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Ron has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ron Noel Greenfield

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 Ron Greenfield'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

September 29, 2020 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 228 Ridgedale Avenue, Cedar Knolls, NJ 07927-2103
RIA
CRD#: 109524
Cedar Knolls, NJ
Current

September 24, 2020 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 228 Ridgedale Avenue, Cedar Knolls, NJ 07927-2103
BD
CRD#: 18272
Cedar Knolls, NJ
Past

November 15, 2019 - September 25, 2020

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
Morris Plains, NJ
Past

April 29, 2019 - October 12, 2019

SPECIALIZED ADVISORS

RIA
CRD#: 299308
Morris Plains, NJ
Past

October 17, 2018 - February 22, 2019

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
Morris Plains, NJ
Past

September 24, 2018 - October 4, 2018

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
Parsippany, NJ
Past

January 12, 2016 - October 4, 2018

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
Parsippany, NJ
Past

January 21, 2010 - July 8, 2015

NYLIFE SECURITIES LLC

BD
CRD#: 5167
LAKE HIAWATHA, NJ

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
Maine
(11/23/2021)
RR
New Jersey
(9/24/2020)
IAR
New Jersey
(9/29/2020)
RR
New York
(9/24/2020)
RR
Pennsylvania
(10/12/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/24/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/22/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/20/2010
Investment Company Products/Variable Contracts 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)
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)

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#: 109524Cedar Knolls, NJ 07927-2103

TRUST BUT VERIFY

Monitor Ron Greenfield

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

Similar Advisors

Sungmin Park
Sungmin ParkAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Florham Park, NJ
Shivam S Mittal
Shivam MittalAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Summit, NJ
Theresa Liane Henry
Theresa HenryAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
East Rutherford, 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.