CS
CS

Carrie Lynn Silvestro

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

1125 Sanctuary Parkway, Suite 300, Alpharetta, GA, 30009

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Carrie works as a Client Relationship Manager for Alliant Insurance Services, Inc. and Alliant Retirement Consulting, focusing on retirement plans and solutions, and as an Investment Advisory Representative for Alliant Retirement Services, LLC. These activities take nearly full-time hours.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
July 2025 - Present · 7 mos
Alliant Retirement Consulting
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
May 2022 - July 2025 · 3 yrs 2 mos
Usi Securities, INC.Broker
May 2021 - March 2022 · 10 mos
Gwfs Equities, INC.Broker
October 2014 - July 2019 · 4 yrs 9 mos
Voya Financial Partners, LLCBroker
August 2007 - October 2014 · 7 yrs 2 mos
Diversified Investors Securities CORP.Broker
September 2005 - April 2006 · 7 mos
Nationwide Investment Services CorporationBroker
August 2004 - April 2005 · 8 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.