Alan Ira Panzer
Investment adviser representative at Advisors Asset Management, Inc.
30 yearsExperience
1 stateRegistered in
$2.2BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
30 years in the industry.
- Advisors Asset Management, Inc.Sep 2023 to now
- Alps Distributors, Inc.Sep 2022 to Jul 2023
- Emerge Capital ManagementJan 2022 to Sep 2023
- UnemployedSep 2019 to Jan 2022
- Allianz Global Investors Distributors LLCAug 2019 to Sep 2020
- UnemployedJun 2019 to Aug 2019
- Oppenheimerfunds Distributor, Inc.May 1996 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Advisors Asset Management, Inc.
$2.2BAssets managed
1,505Clients
127Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2336082
- Firm CRD
- 46727