Michael
West

Alliant Retirement Consulting

CRD#4587141
Investment Advisor
in New York, NY

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About this Advisor

Michael West is a financial advisor based in New York, New York, working with Alliant Retirement Consulting. Michael has previously held positions at Morgan Stanley & Co. Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Alliant Retirement Consulting, and Cetera Advisor Networks LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Michael 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

Michael West Work History

2016 - Present (8 years)

Alliant Retirement Consulting

2016 - Present (8 years)

Cetera Advisor Networks LLC

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2009 - 2016 (7 years)

Morgan Stanley Smith Barney

2008 - 2016 (8 years)

Morgan Stanley & Co. Inc

Disclosures

Please visit the SEC profile of Michael West 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
Matthew Graser
New York, NY
Robert Knowles
Oklahoma City, OK
Andrew Denler
New York, NY
Jonathan Taporco
Austin, TX
Matthew Webb
Fresno, CA
Julia Mendak
New York, NY
Ryan Barnett
Alpharetta, GA

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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