Gregory Charlot, financial advisor Boca Raton FL

Gregory Charlot

CRD Number: 5527482
Current Firm: A.g.p / Alliance Global Partners

Gregory Charlot (CRD# 5527482) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
A.g.p. / Alliance Global Partners Boca Raton, FL Feb 2019 - Current 1
Foresters Financial Sunrise, FL Jan 2018 - Feb 2019 1
Foresters Advisory Services LLC Sunrise, FL Apr 2016 - Feb 2019 2
Foresters Financial Services Sunrise, FL Feb 2016 - Jan 2018 1
First Investors Corporation Miramar, FL Jan 2014 - Feb 2016 2
First Investors Miramar, FL Feb 2009 - Jan 2014 4
Mac One Group Miami, FL Apr 2008 - Dec 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2010
S66 NASAA Uniform Combined State Law Examination Mar 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Gregory Charlot
Phone Number: 800-727-7922
Firm Website: https://www.europac.com
Registered State(s):
  • FL
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    564
    MILLIONS
  • Total Number of Accounts
    3,564
    ACCOUNTS
  • Average Account Value
    $158,190
Compensation Options
  • A percentage of assets under your management
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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