Investment adviser representative · Retirement And Wealth At Alliant, LLC
Julia S. Sell
CRD 7771350 · Wayne, PA
At a glance
Julia S. Sell is an investment adviser representative with Retirement And Wealth At Alliant, LLC in Wayne, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Julia’s SEC record dates to 2024, about 2 years ago.
Current advisory firm
- Retirement And Wealth At Alliant, LLCSince March 2024Wayne, PA · $7.4B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Julia’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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