MG
MG

Matthew Vincent Graser

5 Years of Experience
Sells Insurance
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
156 clients
Average Client Portfolio
$28.8M average
Assets Under Management
$4.5B

Fee Structure

Financial Planning:Investment management only
One-Time Plan:$1,000 - $150,000
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Location

101 Park Avenue, 12th Floor, New York City, NY, 10178

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew is a Senior Vice President at Alliant Retirement Consulting, an SEC registered investment advisory firm, and a Vice President at Alliant Insurance Services, where he works as a producer. He also serves as a managing member of Nutrition Direct LLC, an online liquid protein business, dedicating minimal time to this venture.

Employment History
Current Registrations
Alliant Retirement Consulting
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
May 2023 - July 2025 · 2 yrs 2 mos
Platform Technology Partners
June 2021 - January 2023 · 1 yr 7 mos
Spire Securities, LLCBroker
August 2020 - January 2023 · 2 yrs 5 mos
Mkm Partners LLCBroker
June 2018 - August 2018 · 2 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.