Carrie Lynn Silvestro
Investment adviser representative at Retirement and Wealth At Alliant, LLC
12 yearsExperience
1 stateRegistered in
$7.4BFirm assets
13 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Wealth, Inc.Jul 2025 to now
- Retirement and Wealth At Alliant, LLCApr 2024 to now
- Alliant Insurance Services, IncApr 2022 to now
- Alliant Retirement ConsultingApr 2022 to now
- Cetera Wealth Services, LLCMay 2022 to Jul 2025
- Usi SecuritiesMay 2021 to Mar 2022
- Usi Consulting GroupJul 2019 to Mar 2022
- Gwfs Equities, Inc.Oct 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Retirement and Wealth At Alliant, LLC
$7.4BAssets managed
222Clients
44Advisers
13 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
- 4825792
- Firm CRD
- 167970