Alan Tani Grezda
Investment adviser representative at Nisa Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
$343.9BFirm assets
32 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Nisa Investment Advisors, LLCFeb 2023 to now
- Nisa Investment Advisors, LLCJun 2022 to Aug 2022
- Boston UniversityAug 2021 to Dec 2022
- Cole HaanNov 2018 to Jan 2019
- Cole HaanJun 2018 to Aug 2018
- Boston CollegeAug 2017 to Aug 2021
- TalbotsJun 2017 to Aug 2017
- Saint Louis Priory SchoolAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
Nisa Investment Advisors, LLC
$343.9BAssets managed
440Clients
82Advisers
32 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
- 8270674
- Firm CRD
- 107313