DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Evan Samuel Hartstein

Allstate Financial Advisors, LLCBD affiliatedScottsdale, Azdual registrantIAPD 6026603

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Evan Samuel Hartstein

At current firm

1 y

since Apr 10, 2025

In the industry

13 y

since May 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Allstate Financial Advisors, LLC BD affiliated current
since Apr 10, 2025 · Scottsdale, Az
Strategy Financial Group independent RIA
May 31, 2024 to Nov 13, 2024 · Phoenix, Az
Findec Wealth Services, Inc. other
Jan 11, 2021 to Dec 31, 2022 · Scottsdale, Az
Financial Decisions, Inc. former
Aug 13, 2020 to Apr 23, 2021 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

Strategy Financial Group to Allstate Financial Advisors, LLC
left Nov 13, 2024, registered Apr 10, 2025 (148 days) · RIA to affiliated broker-dealer or bank
Findec Wealth Services, Inc. to Strategy Financial Group
left Dec 31, 2022, registered May 31, 2024 (517 days) · RIA to RIA
Financial Decisions, Inc. to Findec Wealth Services, Inc.
left Apr 23, 2021, registered Jan 11, 2021 (-102 days) · RIA to a newly registered adviser · moved with a team

Signals

Evan Samuel Hartstein left Strategy Financial Group for Allstate Financial Advisors, Llc (registered 2025-04-10)
Nov 13, 2024 · Advisor changed firm · fact
Evan Samuel Hartstein left Findec Wealth Services, Inc. for Strategy Financial Group (registered 2024-05-31)
Dec 31, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address