Todd Robertson, financial advisor Altamont NY

Todd Robertson

CRD Number: 5448876
Current Firm: A.g.p / Alliance Global Partners

Todd Robertson (CRD# 5448876) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Altamont, NY and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Euro Pacific Capital New York, NY Mar 2008 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Todd W. Robertson
Phone Number: 800-727-7922
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,321
    MILLIONS
  • Total Number of Accounts
    5,220
    ACCOUNTS
  • Average Account Value
    $252,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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