Carrie Lynn Silvestro

Current Employers

Employment History

• 10/2014 → 07/2019
  Gwfs Equities, Inc.
  Bayside, NY
• 07/2019 → 03/2022
  Usi Consulting Group
  Glastonbury, CT
• 05/2021 → 03/2022
  Usi Securities
  Glastonbury, CT
• 04/2022 → Present
  Alliant Insurance Services, Inc
  New York, NY
• 04/2022 → Present
  Alliant Retirement Consulting
  New York, NY
• 05/2022 → 07/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Osaic Wealth, Inc.
  New York, NY

Other Businesses

1. NAME OF OTHER BUSINESS: ALLIANT INSURANCE SERVICES, INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TPA COMPLIANCE WORK, 401K CONSULTING SERVICES, RETIREMENT PLANS, FIXED INSURANCE - LIFE & HEALTH, AND GROUP BENEFITS; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: CLIENT RELATIONSHIP MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: CONSULT WITH CLIENTS ON RETIREMENT PLANS; 2. NAME OF OTHER BUSINESS: ALLIANT RETIREMENT CONSULTING; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RETIREMENT SOLUTIONS CONSULTING; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: CLIENT RELATIONSHIP MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: CONSULT WITH CLIENTS ON RETIREMENT PLANS; 3. NAME OF OTHER BUSINESS: ALLIANT RETIREMENT SERVICES, LLC DBA ALLIANT RETIREMENT CONSULTING CRD# 167970; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 04/2024; APX NUMBER OF HOURS PER WEEK: 37.5; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: CONSULTING, 3(21) SERVICES, 3(38) SERVICES; 4. ALLIANT RETIREMENT SERVICES, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2022 ADDRESS: 701B Street, 6th Floor, San DIego CA 92102, United States DESCRIPTION: Employee education, prepare meeting agenda and summaries for investment review meetings, fee benchmarking and marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-25
• S63 Uniform Securities Agent State Law Examination
  2004-09-28

Other Names

• Carrie Lynn Strycharz
• Carrie Lynn Strycharz