Alan Riesenberg - Legacy Private Wealth Partners

Alan W. Riesenberg

Financial Advisor Partner

As a Financial Advisor, Alan brings more than 35 years of financial service industry experience to Legacy Private Wealth Partners and a dedication to helping his clients reach their financial goals. He specializes in retirement planning, along with risk management and personalized customer service.

Alan was previously a financial advisor with Wells Fargo Financial Advisors, Morgan Stanley, Smith Barney, and Shearson Lehman Brothers. He has a bachelor’s degree in political science from the City College of New York. Alan joined Legacy Private Wealth Partners in 2021.

Alan is a U.S. Air Force veteran and has served as a mounted police officer with an east coast Sheriff’s Department part-time. He enjoys volunteering with the Go Team Therapy Dog Group with his two German Shepherd dogs.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.