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Current Employers
Retirement And Wealth At Alliant, Llc

565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-22
NY RA APPROVED 2025-10-20
  • NJ RA
    APPROVED
    Since 2025-10-22
  • NY RA
    APPROVED
    Since 2025-10-20

Branch Locations

101 Park Avenue 12Th Floor, New York City, NY 10178 • United States

565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States

Randolph, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alliant Insurance Services New York City NY 10/2010 Present
Alliant Retirement Services New York City NY 03/2025 Present
  • 10/2010 → Present
    Alliant Insurance Services
    New York City, NY
  • 03/2025 → Present
    Alliant Retirement Services
    New York City, NY
Other Businesses

1. ALLIANT INSRUANCE SERVICES, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, TPA COMPLIANCE, START 10/2002. 2 HOURS A WEEK, GENERAL ADMINISTRATIVE DUTIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-21
  • S65 Uniform Investment Adviser Law Examination
    2025-03-21
Other Names
  • Maria Marchesano

View on SEC IAPD

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