Matthew GrosjeanCRD 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.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|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|
Total Assets Under Management1,274MILLIONS
Total Number of Accounts4,468ACCOUNTS
Average Account Value$285,109
- A percentage of assets under your management
- 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)
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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