Matthew Graser
Matthew Graser is a registered investment advisor at Alliant Retirement Consulting, based in New York City, NY, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 156 clients with $4.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
101 Park Avenue, 12th Floor, New York City, NY, 10178
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Cetera Wealth Services, LLCBroker
Platform Technology Partners
Spire Securities, LLCBroker
Mkm Partners LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.