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Michael H West

Alliant Retirement Consulting

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About Michael H West

Michael West is an investment advisor representative with Alliant Retirement Consulting. Michael has been in the financial services industry for over 14 years. Michael is registered with the state of New York. Prior to joining Alliant Retirement Consulting, Michael worked at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Cetera Advisor Networks LLC. Michael's professional experience includes working with pension and profit-sharing plans.

Firm Information

Michael West 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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Michael West’s Registration & Firm History

NY

04/10/2021 - Present

Alliant Retirement Consulting (New York City NY)

NY

06/01/2009 - 04/13/2016

MORGAN STANLEY (NEW YORK NY)

NY

12/05/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

02/12/2008 - 12/10/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/07/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 02/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael H West.
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