Anthony Romano, financial advisor Holmdel NJ

Anthony Romano

CRD Number: 4813039
Current Firm: A.g.p / Alliance Global Partners

Anthony Romano (CRD# 4813039) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Holmdel, NJ 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 Holmdel, NJ May 2021 - Current < 1
Aegis Capital Corp Holmdel, NJ Jan 2015 - May 2021 6
Battaglia & Associates South Orange, NJ Jun 2014 - Jan 2015 < 1
Unemployed Warren, NJ Jan 2014 - Jun 2014 < 1
Alternative Investment Solutions Hackensack, NJ Dec 2007 - Dec 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2015
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Anthony Romano
Phone Number: 800-727-7922
Registered State(s):
  • NJ
  • TX
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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