Alison Anne macartney Webster
Investment adviser representative at Guggenheim Investments
13 yearsExperience
1 stateRegistered in
$8BFirm assets
54 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
13 years in the industry.
- Guggenheim Investments, LLCOct 2024 to now
- Guggenheim Funds Distributors, LLCOct 2024 to now
- Guggenheim Partners Investment Management, LLCOct 2024 to now
- Blackrock Investments, LLCAug 2018 to Sep 2024
- BlackrockSep 2017 to Sep 2024
- J.P. Morgan Institutional Investments Inc.Jul 2013 to Sep 2017
- JPMorgan Investment Management Inc.Jul 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Guggenheim Investments
Legal name: Security Investors, LLC
$8BAssets managed
107Clients
43Advisers
54 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
- 5748207
- Firm CRD
- 105477