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Thomas D
CFP®, CFA®, Series 63, Series 65
New York, NY
A.G.P. / Alliance Global Partners
Thomas Dowling is a CFP® and CFA® with 31 years of industry experience, currently serving at A.G.P. / Alliance Global Partners since 2021. His prior experience includes roles at Aegis Capital Corp., FSC Securities Corp., and Gunnallen Financial, Inc. In addition to his advisory work, he is president of Mark Up Equity Ventures, Inc., a company providing accounting services. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including discretionary and non-discretionary strategies.
Alec L
Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Alec Lowell is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and INVEST Financial Corporation. Outside of his advisory work, he is the general manager and owner of Sidelyne, LLC, a non-investment-related business currently inactive. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services alongside brokerage and insurance product distribution.
Eric K
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Eric Kleinberg is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley Private Bank and Raymond James & Associates. Kleinberg is based in Boca Raton, FL. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled vehicles alongside brokerage and insurance product distribution.
Simona T
Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Simona Taurosevicius is a financial advisor at A.G.P. / Alliance Global Partners with 13 years of industry experience. She holds the Series 66 designation and has previously worked at GWN Securities Inc., Maxim Group LLC, Professional Planning Services, and Merrill. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm provides portfolio management, financial and estate planning, and brokerage services, with a notable focus on international investing and managing pooled-vehicle accounts.
Lance K
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Lance Kluger is a financial advisor at A.G.P. / Alliance Global Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Summit Financial Group Inc and Wells Fargo Advisors. Kluger has been with A.G.P. since 2019, based in Boca Raton, FL. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and sub-advisory services.
William V
Series 63, Series 65, Series 66
Charlotte, NC
A.G.P. / Alliance Global Partners
William Van Pelt is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63, 65, and 66 licenses and bringing 53 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and UBS Financial Services. Van Pelt serves as a FINRA arbitrator and is a board member of the Saint Nicholas Society of the City of New York, a genealogy organization. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer servicing individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management options, financial and estate planning, and maintains a notable focus on international investing along with management of pooled vehicles and active broker-dealer operations.
Vishal C
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Vishal Chotai is a financial advisor at A.G.P. / Alliance Global Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alliance Global Partners since 2022, following a seven-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory work, he is CEO of TGIC Enterprises Inc., a business entity established for tax purposes. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing alongside ETF-based model portfolios and separately managed accounts, offering a range of portfolio management, financial and estate planning, and brokerage services.
Marc L
ChFC®, Series 63
Boca Raton, FL
A.G.P. / Alliance Global Partners
Marc Lowell is a ChFC® credentialed financial advisor with 35 years of industry experience. He is currently with A.G.P. / Alliance Global Partners and previously worked at LPL Financial and Invest Financial Corporation. Lowell serves as president and owner of several wealth management-related businesses and is a board member of the charity Goodman JFS. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm provides both discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, and brokerage and insurance product distribution.
Susan S
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Susan Stern is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior roles include positions at Oppenheimer & Co. Inc and Robert W. Colby Asset Management, Inc. since joining A.G.P. in 2019. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and managing distinctive pooled-vehicle accounts alongside traditional advisory and brokerage operations.
Thomas M
Series 63
New York, NY
A.G.P. / Alliance Global Partners
Thomas Mazzara Jr. is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 63 license and bringing 41 years of industry experience. He has worked at Royal Alliance since 2007. Outside of his advisory role, he serves as a statutory agent for multiple insurance companies in group life and health insurance sales. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and distinctive active broker-dealer operations.
Joshua B
Series 63, Series 65
Ridgewood, NJ
A.G.P. / Alliance Global Partners
Joshua Barg is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Management, National Securities Corporation, Aegis Capital Corp., and Oppenheimer. Barg is the owner of Saratoga Global Partners. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management strategies, financial and estate planning, and brokerage and insurance products, with a notable emphasis on international investing and management of pooled-vehicle accounts.
Siddharth D
Series 63, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Siddharth Dhawan is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Alliance Global Partners in 2022, he worked for Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of advising, he serves as President and CEO of ICAP INTERNATIONAL LLC, a business entity involved in managing branch-related expenses and staff. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles across a multi-team platform. The firm offers a range of portfolio management and financial planning services with an emphasis on international investing and operates active broker-dealer and pooled vehicle advisory businesses.
John C
Series 63, Series 65
Scottsdale, AZ
A.G.P. / Alliance Global Partners
John Catalfio is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2012. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, including high-net-worth households, retirement plans, and institutional vehicles across a multi-team platform. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of portfolio management and financial planning services.
Stephen C
Series 63, Series 65
Winter Park, FL
A.G.P. / Alliance Global Partners
Stephen Colavito is a financial advisor with A.G.P. / Alliance Global Partners in Winter Park, FL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Oppenheimer, Barclays Capital, Deutsche Bank Securities, and J.P. Morgan Securities. Outside of his advisory work, Mr. Colavito consults with Enverra Partners and serves as a council member at Gerson Lehrman Group, both non-investment-related consulting roles. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing, offers discretionary and non-discretionary portfolio management, and manages pooled vehicles alongside active brokerage and financial product distribution.
Peter H
Series 63
Boca Raton, FL
A.G.P. / Alliance Global Partners
Peter Hirsh is a financial advisor at A.G.P. / Alliance Global Partners with 42 years of industry experience. He has previously worked at Aegis Capital Corp., Janney Montgomery Scott, and Oppenheimer. Outside of his advisory role, he serves as president of Linmatt Equities, a non-investment related business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of services including portfolio management, financial and estate planning, and sub-advisory arrangements, with a notable emphasis on international investing and management of pooled vehicles.
Marti L
Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Marti Latour is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience and holds the Series 66 designation. Prior to joining Alliance Global Partners in 2022, Latour worked at LPL Financial, INVEST Financial Corporation, ViaMar Health, BMO Harris Financial Advisors, and AllianceBernstein. Outside of advisory work, Latour serves as Director of Marketing for The AID Group Financial Planning. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, including management of pooled vehicles and a variety of investment strategies.
Salvatore R
Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Salvatore Renzo is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at A.G.P. since 2019 and concurrently at Aegis Capital Corp since 2014. Renzo is president of RS Unlimited dba The Reliance Group, where he manages day-to-day activities. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers discretionary and non-discretionary portfolio management, financial planning, and a range of investment programs including model portfolios and separately managed accounts.
Andrew S
Series 63, Series 66
New York, NY
A.G.P. / Alliance Global Partners
Andrew Schiff is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and 66 credentials and 18 years of industry experience. He has worked at Euro Pacific Capital Inc. since 2008. Outside of his advisory role, Schiff receives royalties from a non-investment-related book published by Wiley & Sons. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial and estate planning, and brokerage services.
Dylan D
Series 66
New York, NY
A.G.P. / Alliance Global Partners
Dylan Deans is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with two years of industry experience. He previously worked at Lord Abbett & Co. LLC for two years and has been with Alliance Global Partners since 2026. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm provides a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, and brokerage and insurance product distribution, with a notable emphasis on international investing.
Lawrence T
Series 63, Series 65, Series 66
Holmdel, NJ
A.G.P. / Alliance Global Partners
Lawrence Tulenko is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2021 and previously spent 11 years at Aegis Capital Corp. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm provides a range of services including portfolio management, financial and estate planning, model and wrap fee programs, and brokerage and insurance product distribution, with an investment approach emphasizing international investing and diversified strategies.
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