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 $1,320,572,086 in 5,220 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,321
    MILLION
  • Total Number of Accounts
    5,220
    ACCOUNTS
  • Average Account Value
    $252,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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 21 - 30 of 96 top financial advisors.
21
Daniel J. Goldschmidt
CRD#: 5043278
40 Wall Street, New York, NY 10005

Daniel Goldschmidt (CRD# 5043278) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 18 years of experience in the finance industry.

22
Sarah L. Gray
CRD#: 4345891
2137 Route 35, Suite 345, Holmdel, NJ 07733

Sarah Gray (CRD# 4345891) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Holmdel, NJ and has over 23 years of experience in the finance industry.

23
Charles D. Hartley
CRD#: 2658276
1701 Pennsylvania Ave, Suite 216, Washington, DC 20006

Charles Hartley (CRD# 2658276) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Washington, DC and has over 28 years of experience in the finance industry.

24
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 30 years of experience in the finance industry.

25
Jacob D. Heskett
CRD#: 4966855
1201 Dove Street, Suite 200, Newport Beach, CA 92660

Jacob Heskett (CRD# 4966855) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 17 years of experience in the finance industry.

26
Peter E. Hirsh
CRD#: 1226203
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431

Peter Hirsh (CRD# 1226203) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 40 years of experience in the finance industry.

27
Ronald J. Holtz
CRD#: 2663773
88 Post Road West, 2nd Floor, Westport, CT 06880

Ronald Holtz (CRD# 2663773) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Westport, CT and has over 28 years of experience in the finance industry.

28
Rodney B. Ibrahim
CRD#: 4358176
40 Wall Street, New York, NY 10005

Rodney Ibrahim (CRD# 4358176) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 22 years of experience in the finance industry.

29
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 9 years of experience in the finance industry.

30
Stephen E. Jones
CRD#: 4390289
590 Madison Avenue, 28th Floor, New York, NY 10022

Stephen Jones (CRD# 4390289) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 21 years of experience in the finance industry.

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