A.G.P / Alliance Global Partners

Firm record

As recorded in SEC IAPD

Firm CRD

8361

SEC number

801-70276

Firm type

RIA

Assets under management

$2.3B as of Jun 5, 2026

Website

allianceglobalplanning.com ↗

Phone

800-727-7922

Address

88 Post Road West, Westport, CT, 06880

Advisors at this firm

256 in our index · page 3 of 6

• Matthew Taylor HirshCRD 7632414 · Boca Raton, FL
  Broker
• Ronald J HoltzCRD 2663773 · Westport, CT
  IA RegisteredBroker
• Rodney Bahy IbrahimCRD 4358176 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• David Todd JohnsonCRD 2288299 · New York, NY
  Broker
• Kyle Grannan JonesCRD 6269629 · Boca Raton, FL
  IA RegisteredBroker
• Stephen Edward JonesCRD 4390289 · New York, NY
  IA RegisteredBroker
• Tadeusz John KaniaCRD 1957012 · New York, NY
  Broker
• Kayvan KaroonCRD 2142567 · Rochelle Park, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Hemant KathuriaCRD 5380092 · Reno, NV
  IA RegisteredBroker
• Brian David KinstlingerCRD 4419305 · New York, NY
  Broker
• Craig Erin KleinCRD 3253836 · New York, NY
  Broker
• Eric Arthur KleinbergCRD 1662003 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Craig John KotashCRD 3158416 · New York, NY
  Broker
• Nikhil KathuriaCRD 7396346 · Newport Beach, CA
  IA RegisteredBroker
• James R. KirschCRD 6921693 · Chicago, IL
  Broker
• Jacob Wyatt KuglerCRD 8049263 · New York, NY
  Broker
• Judith Dawn LacoppolaCRD 3217811 · Boca Raton, FL
  Broker
• Jaskirat Singh LakhatCRD 3263838 · Vienna, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Marti M LatourCRD 6014067 · Boca Raton, FL
  IA RegisteredBroker
• Anthony Joseph LaurielloCRD 1086881 · New York, NY
  Broker
• Diana LaverdaCRD 2547306 · New York, NY
  Broker
• Rishma Chanardaye LeeCRD 6766110 · New York, NY
  Broker
• Teddy LellosCRD 1955971 · Ramsey, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Barry A LevinCRD 2360153 · Chicago, IL
  Broker
• Arthur Willard LewisCRD 1438899 · Boca Raton, FL
  Broker
• Alec Spencer LowellCRD 6327835 · Boca Raton, FL
  IA RegisteredBroker
• Marc Layne LowellCRD 1866525 · Boca Raton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael B LuberCRD 4714986 · New York, NY
  Broker
• Charles Eric LundbladeCRD 5288188 · Clemson, SC
  IA RegisteredBroker
• Jonathan Andrew LungoCRD 6818925 · Rochelle Park, NJ
  Broker
• Sameer MalikCRD 4449413 · Boca Raton, FL
  Broker
• Craig Richard MargoliesCRD 2508047 · Holmdel, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Jon MasonCRD 2762530 · Holmdel, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Mike John MasunasCRD 2359328 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• John William MatsikoudisCRD 1421281 · New York, NY
  Broker
• Thomas MazzaraCRD 1294121 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Eugene MccarthyCRD 4666421 · Boca Raton, FL
  Broker
• Peter Louis MelilloCRD 710338 · Holmdel, NJ
  Broker
• Philip William MichalsCRD 2414124 · New York, NY
  IA RegisteredBroker
• Raymond Stuart MillerCRD 1706373 · New York, NY
  Broker
• Barry A MillsCRD 839219 · Lighthouse, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Prashant Nagindas ModyCRD 4090845 · New York, NY
  IA RegisteredBroker
• Peter Edward MohanCRD 1084662 · New York, NY
  IA RegisteredBroker
• James Francis MolloyCRD 3092593 · New York, NY
  Broker
• Michael Anthony MondielloCRD 2440455 · New York, NY
  IA RegisteredBroker
• Dorothy Marie MoranCRD 339511 · New York, NY
  Broker
• Paul Esdaile MorrisCRD 1002507 · New York, NY
  Broker
• Jessica MosesCRD 4560706 · Boca Raton, FL
  Broker
• Steven Marc MuehlgayCRD 3092192 · New York, NY
  IA RegisteredBroker
• Denise Frances MurphyCRD 4979151 · New York, NY
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.