A.g.p / Alliance Global Partners

A.g.p / Alliance Global Partners (CRD# 8361) is a financial advisory firm headquartered in Westport, CT. They manage $563,790,403 in 3,564 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    564
    MILLION
  • Total Number of Accounts
    3,564
    ACCOUNTS
  • Average Account Value
    $158,190
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at A.g.p / Alliance Global Partners
Showing 11 - 20 of 54 top financial advisors.
11
David Echeverria
CRD#: 5634258
1201 Dove Street, Suite 200, Newport Beach, CA 92660

David Echeverria (CRD# 5634258) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 11 years of experience in the finance industry.

12
Harrison R. Fischer
CRD#: 6555377
590 Madison Avenue, 28th Floor, New York, NY 10022

Harrison Fischer (CRD# 6555377) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 4 years of experience in the finance industry.

13
Brandon M. Fuller
CRD#: 5744201
1201 Dove Street, Suite 200, Newport Beach, CA 92660

Brandon Fuller (CRD# 5744201) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 10 years of experience in the finance industry. Brandon Fuller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

14
Charles H. Garrido
CRD#: 1191231
300 West Adams Street, Suite 840, Chicago, IL 60606

Charles Garrido (CRD# 1191231) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Chicago, IL and has over 36 years of experience in the finance industry.

15
Matthew B. Grosjean
CRD#: 6222471
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431

Matthew Grosjean (CRD# 6222471) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 5 years of experience in the finance industry.

16
Christopher S. Hamilton
CRD#: 5770357
1201 Dove Street, Suite 200, Newport Beach, CA 92660

Christopher Hamilton (CRD# 5770357) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 9 years of experience in the finance industry.

17
David E. Herman
CRD#: 1803557
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431

David Herman (CRD# 1803557) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 26 years of experience in the finance industry.

18
Jacob S. Jansen
CRD#: 6172838
1201 Dove Street, Suite 200, Newport Beach, CA 92660

Jacob Jansen (CRD# 6172838) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 6 years of experience in the finance industry.

19
Kyle G. Jones
CRD#: 6269629
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431

Kyle Jones (CRD# 6269629) 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.

20
Jean-matthieu Josse
CRD#: 4662658
600 Brickell Avenue, Suite 2000, Miami, FL 33131

Jean-matthieu Josse (CRD# 4662658) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Miami, FL and has over 16 years of experience in the finance industry.

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