Advanced Portfolio Services LLC

Advanced Portfolio Services LLC (CRD# 314046) is a financial advisory firm headquartered in Saint James, NY. They manage $2,383,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3 Sweet Hollow Court, Saint James, NY 11780
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $297,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Advanced Portfolio Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Agoglia, financial advisor Saint James NY
John D. Agoglia
CRD#: 1666337
3 Sweet Hollow Court, Saint James, NY 11780

John Agoglia (CRD# 1666337) is an Investment Advisor Representative working at Advanced Portfolio Services LLC in Saint James, NY and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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