Matthew
Graser

Alliant Retirement Consulting

CRD#2712627
Investment Advisor
in New York, NY

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About this Advisor

Matthew Graser is a financial advisor based in New York, New York, working with Alliant Retirement Consulting. Matthew has previously held positions at 168 Capital Lp, Mkm Partners, LLC, Hunting Hill Global Capital, Northeast Private Wealth, Spire Securities, LLC, Cetera Advisor Networks, Alliant Retirement Consulting, Alliant Insurance Services, Nutrition Direct LLC, and Alliance Bernstein. Matthew has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Matthew is part of Alliant Retirement Consulting, which operates out of New York, New York. The firm has 8 offices and 23 employees. The firm manages assets totaling $144.0 million and offers pension consulting services. The fee structure at Alliant Retirement Consulting includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

101 Park Avenue, 12Th Floor
New York, NY 10178

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Alliant Retirement Consulting Brokerage Details

Total Assets Under Management

$144,000,000

NY Average: $3,570,121,308
Total Number of Employees

23

NY Average: 58
Total Number of Accounts

47

NY Average: 1,608
Average Account Size

$3,063,830

NY Average: $2,220,225

Investment Advisory Services

  • Pension consulting services

Matthew Graser Work History

2023 - Present (1 year)

Cetera Advisor Networks

2023 - Present (1 year)

Alliant Retirement Consulting

2023 - Present (1 year)

Alliant Insurance Services

2020 - Present (4 years)

Nutrition Direct LLC

2020 - 2021 (1 year)

Northeast Private Wealth

2020 - 2023 (3 years)

Spire Securities,LLC

2020 - 2023 (3 years)

Northeast Private Wealth

2019 - 2020 (1 year)

Alliance Bernstein

2018 - 2018 (< 1 year)

Mkm Partners, LLC

2015 - 2017 (2 years)

Hunting Hill Global Capital

2014 - 2015 (1 year)

168 Capital Lp

Disclosures

Please visit the SEC profile of Matthew Graser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alliant Retirement Consulting

Shakeil Becker
Seattle, WA
Robert Knowles
Oklahoma City, OK
Matthew Graser
New York, NY
Jonathan Taporco
Austin, TX
Matthew Webb
Fresno, CA
Andrew Denler
New York, NY
Ryan Barnett
Alpharetta, GA
Julia Mendak
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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