Alex Yi Pan
Investment adviser representative at Retirement and Wealth At Alliant, LLC
14 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
14 years in the industry.
- Retirement and Wealth At Alliant, LLCJul 2024 to now
- Icapital, LLCJan 2022 to now
- Fidelity InvestmentsMay 2021 to Dec 2021
- Northeastern UniversitySep 2017 to Apr 2021
- StudentApr 2012 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7534479
- Firm CRD
- 167970