Michael A. Allison

INVESTMENT RESEARCH PARTNERS

Saratoga Springs, NY

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CRD#: 7425799

Professional summary

Michael A Allison, CFP® is a registered financial advisor currently at INVESTMENT RESEARCH PARTNERS located in Saratoga Springs, New York.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 2 firms .

At a Glance

Always Fiduciary

Paid By: Fixed / Negotiated Fee

Paid By: Retainer

Min. Asset: $250K–$500K

Services Offered

Retirement Planning

Financial Planning

Tax Planning

Investment Management

Specializations

Generation X

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael A Allison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

March 15, 2024 - Present

INVESTMENT RESEARCH PARTNERS

RIA

CRD#: 304315

Saratoga Springs, NY

Past

February 26, 2022 - June 3, 2024

NEW LANTERN ADVISORS

RIA

CRD#: 318948

SARATOGA SPRINGS, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVESTMENT RESEARCH PARTNERS

INVESTMENT RESEARCH PARTNERS | NEW LANTERN ADVISORS | INVESTMENT RESEARCH PARTNERS LLC

CRD#: 304315 / SEC#: 801-116836

RIA

Registered Investment Advisory firm - (6/24/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(4/11/2024)

IAR

Pennsylvania
(3/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

INVESTMENT RESEARCH PARTNERS

INVESTMENT RESEARCH PARTNERS | NEW LANTERN ADVISORS | INVESTMENT RESEARCH PARTNERS LLC

CRD#: 304315 / SEC#: 801-116836

RIA

Registered Investment Advisory firm - (6/24/2019 Approved)

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Contact information

Main Address

801-1 Pike Street, Lemont, PA 16851

Mailing Address

P.o. Box 834, Lemont, PA 16851

Phone number

(814) 966-7206

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IRP ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts	626
AUM (Assets Under Management)	$ 359,601,103

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Michael A. Allison

Professional summary

At a Glance

Services Offered

Specializations

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael A Allison's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT RESEARCH PARTNERS

NEW LANTERN ADVISORS

Primary Firm SEC Registration

INVESTMENT RESEARCH PARTNERS

State Registrations and Notice Filings

Exams

Current Firm

INVESTMENT RESEARCH PARTNERS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVESTMENT RESEARCH PARTNERS

TRUST BUT VERIFY

Contact information

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