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Carrie Lynn Silvestro

Alliant Retirement Consulting

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About Carrie Lynn Silvestro

Carrie Lynn Silvestro is a financial professional with over 15 years of experience in the financial services industry. Carrie currently works at Alliant Retirement Consulting, where she provides retirement solutions consulting. Prior to joining Alliant Retirement Consulting, Carrie worked at USI Securities, Inc., GWFS Equities, Inc., VOYA FINANCIAL PARTNERS, LLC, DIVERSIFIED INVESTORS SECURITIES CORP., and NATIONWIDE INVESTMENT SERVICES CORPORATION. Carrie holds FINRA Series 6, 63, and SIE licenses, along with the Uniform Investment Adviser Law Examination. Carrie is also registered with the state of New York.

Firm Information

Carrie Silvestro is currently registered with Alliant Retirement Consulting. Alliant Retirement Consulting is an Alpharetta, GA-based firm with approximately $10 billion - $50 billion in regulatory assets under management. They primarily serve pension and profit-sharing plans with 47 clients and $3.6 billion in assets. Alliant Retirement Consulting provides pension consulting services. The firm has 12 licensed agents, 19 registered representatives, and a total of 23 investment advisory personnel.
Alliant Retirement Consulting

1125 SANCTUARY PARKWAY

ALPHARETTA, GA 30009

$3.62B

Assets Under Management

800

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Asset-based fees on pension plans under advisement

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Carrie Silvestro’s Registration & Firm History

GA

04/25/2024 - Present

Alliant Retirement Consulting (ALPHARETTA GA)

NY

05/20/2021 - 03/25/2022

USI SECURITIES, INC. (NEW YORK NY)

CO

10/31/2014 - 07/26/2019

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

NY

08/30/2007 - 10/17/2014

VOYA FINANCIAL PARTNERS, LLC (NEW YORK NY)

NY

09/28/2005 - 04/10/2006

DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)

OH

08/16/2004 - 04/11/2005

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

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Licenses & Designations

IA

Issued 04/25/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carrie Lynn Silvestro.
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