Matthew Grosjean, financial advisor Boca Raton FL

Matthew Grosjean

CRD Number: 6222471
Current Firm: A.g.p / Alliance Global Partners

Matthew Grosjean (CRD# 6222471) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 6 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 2
Foresters Advisory Services LLC Miramar, FL Jan 2017 - Feb 2019 2
Foresters Financial Services Miramar, FL Feb 2016 - Feb 2019 3
First Investors Corporation Miramar, FL Aug 2015 - Feb 2016 < 1
First Investors Corporation Miramar, FL Aug 2014 - Aug 2015 1
Soho Catering & Events Hollywood, FL Jul 2014 - Nov 2014 < 1
Face Restaurant Hollywood, FL Feb 2014 - Jul 2014 < 1
Unemployed Hollywood, FL Jan 2014 - Feb 2014 < 1
First Investors Corporation Miramar, FL Jul 2013 - Dec 2013 < 1
Unemployed Pembroke Pines, FL Jun 2013 - Jul 2013 < 1
Mei Tzu East Windsor, CT Oct 2012 - Jun 2013 < 1
Lepri's Grill Tolland, CT Mar 2012 - Oct 2012 < 1
Francesco's Ristorante Hartford, CT Jul 2007 - Mar 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2015
S65 NASAA Investment Advisors Law Examination Jan 2017
Contact Info for Matthew B. Grosjean
Phone Number: 800-727-7922
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,274
    MILLIONS
  • Total Number of Accounts
    4,468
    ACCOUNTS
  • Average Account Value
    $285,109
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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