Samuel Scheller, financial advisor New York NY

Samuel Scheller

CRD Number: 2617851
Current Firm: A.g.p / Alliance Global Partners

Samuel Scheller (CRD# 2617851) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
A.g.p. / Alliance Global Partners New York, NY Apr 2019 - Current 1
Aegis Capital Corp New York, NY Jan 2013 - Apr 2019 6
National Securities Corporation New York, NY Dec 2008 - Jan 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S65 NASAA Investment Advisors Law Examination Jun 2020
Contact Info for Samuel J. Scheller
Phone Number: 800-727-7922
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    933
    MILLIONS
  • Total Number of Accounts
    4,698
    ACCOUNTS
  • Average Account Value
    $198,556
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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