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 31 - 40 of 54 top financial advisors.
31
Jose L. Perich
CRD#: 1309507
600 Brickell Avenue, Suite 2000, Miami, FL 33131

Jose Perich (CRD# 1309507) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Miami, FL and has over 20 years of experience in the finance industry.

32
Moss J. Plaine
CRD#: 1345816
590 Madison Avenue, 28th Floor, New York, NY 10022

Moss Plaine (CRD# 1345816) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 26 years of experience in the finance industry.

33
Christopher J. Rieger
CRD#: 2334109
1201 Dove Street, Suite 200, Newport Beach, CA 92660

Christopher Rieger (CRD# 2334109) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 26 years of experience in the finance industry.

34
Todd W. Robertson
CRD#: 5448876
Altamont, NY

Todd Robertson (CRD# 5448876) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Altamont, NY and has over 12 years of experience in the finance industry.

35
Andrew J. Schiff
CRD#: 5490402
590 Madison Avenue, 28th Floor, New York, NY 10022

Andrew Schiff (CRD# 5490402) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 12 years of experience in the finance industry.

36
Peter D. Schiff
CRD#: 1759484
Dorado, PR

Peter Schiff (CRD# 1759484) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Dorado, PR and has over 30 years of experience in the finance industry.

37
Michael F. Shillin
CRD#: 5927156
1476 Blazing Star Blvd., Suite 3, Altoona, WI 54720

Michael Shillin (CRD# 5927156) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Altoona, WI and has over 8 years of experience in the finance industry.

38
Sanford E. Steinberg
CRD#: 834205
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431

Sanford Steinberg (CRD# 834205) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 33 years of experience in the finance industry.

39
Eric D. Steingruebner
CRD#: 3258619
1201 Dove Street, Suite 200, Newport Beach, CA 92660

Eric Steingruebner (CRD# 3258619) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 20 years of experience in the finance industry. Eric Steingruebner 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.

40
Susan I. Stern
CRD#: 1188176
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431

Susan Stern (CRD# 1188176) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 28 years of experience in the finance industry.

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