Stephen Conte, financial advisor Melville NY

Stephen Conte

CRD Number: 4617318
Current Firm: Allstate Financial Advisors, LLC

Stephen Conte (CRD# 4617318) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Melville, NY and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Huntington Station, NY Mar 2016 - Current 8
Conte & Associates Inc. Huntington Station, NY Mar 2016 - Current 8
Vision Investment Advisors LLC Huntington, NY Mar 2011 - Feb 2016 4
Vision Brokerage Services Huntington, NY Jan 2011 - Feb 2016 5
Vision Financial Markets LLC Huntington, NY Jan 2014 - Mar 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2006
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Stephen A. Conte
Phone Number: 877-232-2142
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $205,173
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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