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 .
Question & Answer
What are your service offerings?
Retirement Income Management
Life Transitions
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
AUM
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
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.
(1) New Lantern Capital, LLC; investment-related; 63 PUTNAM STREET, SUITE 202, SARATOGA SPRINGS, NY 12866; General Partner; Member; 12/2022-Present; less tha25hrs/month, none of which are during securities trading hours; marketing, admin, and general partner duties for fund management. (2) Cache Financials, Inc.; investment-related; 501 North San Mateo Drive San Mateo, CA 94401; Investment Strategist; 10/2023; 5-10hrs per week; 5 of which during securities trading hours; Assist with strategies related to the firm's exchange fund business
CRS (Client Relationship Summary) - RIA
Click below to view Michael A Allison's 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®
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".
IR
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)
Exams
Current Firm
IR
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)Upgrade to AdvisorCheck Premium
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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
6
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 626 |
| AUM (Assets Under Management) | $ 359,601,103 |
Red Flags
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