Adviser and broker representative · Allstate Financial Advisors, LLC
Ron Greenfield
CRD 5668960 · Cedar Knolls, NJ
At a glance
Ron Greenfield is an investment adviser representative with Allstate Financial Advisors, LLC in Cedar Knolls, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ron’s SEC record dates to 2018, about 8 years ago. Ron is also registered as a broker representative.
Current advisory firm
- Allstate Financial Advisors, LLCSince September 2020Cedar Knolls, NJ · $142M in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ron’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.