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Rodney I

CFP®, Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Rodney Ibrahim is a CFP® with 25 years of industry experience, currently serving as a financial advisor at A.G.P. / Alliance Global Partners since 2021. His prior experience includes roles at Aegis Capital Corp, Maxim Financial Advisors LLC, and Ladenburg Thalmann Asset Management Inc., among others. 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 offers a variety of portfolio management and planning services, emphasizing international investing and model portfolios, along with distinctive broker-dealer operations and management of pooled investment vehicles.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Thomas A

Series 63, Series 65

Newport Beach, CA

A.G.P. / Alliance Global Partners

Thomas Arthur is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work history includes roles at Euro Pacific Capital Inc., Chase Investment Services Corp., U.S. Bancorp Investments, Inc., and Wells Fargo Clearing. 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, along with brokerage and insurance product distribution.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Charles G

Series 63, Series 65

Chicago, IL

A.G.P. / Alliance Global Partners

Charles Garrido is a financial advisor with A.G.P. / Alliance Global Partners in Chicago, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at McDonald Partners LLC, Sanctuary Securities, Inc., and KeyBanc Capital Markets Inc. Outside of advising, he serves as president of the FAF Foundation, a charitable organization, and holds board and finance committee roles with RAICES, a nonprofit focused on asylum and migrant advocacy. He is also working on authoring two books, one about his Cuban upbringing and another on financial strategies. A.G.P. / Alliance Global Partners is a dually registered investment adviser and 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 planning, and brokerage services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Kyle J

Series 66

Boca Raton, FL

A.G.P. / Alliance Global Partners

Kyle Jones is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with A.G.P. / Alliance Global Partners and has previously worked at Edward Jones. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable focus on international investing and managing pooled-vehicle accounts.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Todd R

Series 63, Series 66

Altamont, NY

A.G.P. / Alliance Global Partners

Todd Robertson is a financial advisor at A.G.P. / Alliance Global Partners with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Euro Pacific Capital throughout his career. 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 management and third-party sub-advisory arrangements.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Elias P

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Elias Pritsoulis is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2020 and at Aegis Capital Corp since 2013. 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 and financial planning services, including discretionary management, model portfolios, and sub-advisory arrangements.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Christopher T

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Christopher Toro is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. His previous roles include positions at Joseph Gunnar & Co., LLC and B. Riley Wealth Advisors, Inc. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and management of pooled vehicles.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Kenneth B

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Kenneth Biebel is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials with 14 years of industry experience. His prior work includes roles at David Lerner Associates and Wells Fargo Clearing. 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 portfolio management, financial and estate planning, model and wrap fee programs, third-party sub-advisory arrangements, and brokerage and insurance product distribution, with a notable emphasis on international investing and management of pooled vehicles.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Ronald H

Series 63, Series 65

Westport, CT

A.G.P. / Alliance Global Partners

Ronald Holtz is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Edward Jones, Oppenheimer, Webster Bank, LPL Financial, and Citigroup Global Markets, among others. He is based in Westport, CT. 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 pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management services and emphasizes international investing via its EPC Advisors Group division.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Dustin V

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Dustin Vancott is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior roles include positions at Aegis Capital Corp and Fahnestock & Co. Inc. 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 offers a range of portfolio management and financial planning services, with a focus on international investing and a combination of discretionary and non‑discretionary strategies.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Jean C

Series 66

Boca Raton, FL

A.G.P. / Alliance Global Partners

Jean Coulanges is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and American Express. Outside of advisory work, he owns and operates rental real estate. 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 focus on international investing and a range of model and separately managed account offerings.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Ross G

Series 63, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Ross Gladstone is a financial advisor at A.G.P. / Alliance Global Partners with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Merrill, David Lerner Associates, and Spartan Capital Securities. Outside of his advisory work, he restores and sells vintage axes as a personal business venture. 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 across a multi-team platform. The firm emphasizes international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and third-party sub-advisory services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Walter N

Series 63, Series 66

Chicago, IL

A.G.P. / Alliance Global Partners

Walter Nystrom is a financial advisor with A.G.P. / Alliance Global Partners in Chicago, IL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Empire Machine. 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 a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and manages pooled vehicles with an emphasis on international investing.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Logan M

Series 66

New York, NY

A.G.P. / Alliance Global Partners

Logan Michals is a financial advisor at A.G.P. / Alliance Global Partners with a Series 66 designation and two years of industry experience. His prior work includes roles at Surf NJ and Advance Parking LLC, as well as time spent at the University of Alabama. 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 discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, and third-party sub-advisory services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Anthony R

Series 63, Series 65

Holmdel, NJ

A.G.P. / Alliance Global Partners

Anthony Romano is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. He previously worked at Aegis Capital Corp for six years before joining A.G.P. in 2021. Outside of his advisory role, Romano is involved in a trucking business and co-owns a detox and inpatient addiction recovery facility. 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 with a focus on international investing and manages both discretionary and non-discretionary accounts, including pooled vehicles and private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Prashant M

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Prashant Mody is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Aegis Capital Corp. for 10 years before joining A.G.P. in 2021. 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, with a notable emphasis on international investing and various investment strategies implemented through model portfolios and separately managed accounts.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Jeffrey P

Series 63, Series 66

Boca Raton, FL

A.G.P. / Alliance Global Partners

Jeffrey Paris is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Since 2009, he has been associated with Euro Pacific Capital Inc. 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 across a multi-team platform. The firm emphasizes international investing and offers discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, third-party sub-advisory arrangements, and brokerage and insurance product distribution.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Elizabeth T

Series 63, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Elizabeth Tavel is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Bank of America, Merrill, and Morgan Stanley. Outside of her advisory role, she is the founder of Tavel Financial, an investment-related business focused on business development. 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 discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, and sub-advisory services.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Jonathan M

CFP®, Series 66

Charlotte, NC

A.G.P. / Alliance Global Partners

Jonathan Moody is a CFP® certificant and holds a Series 66 license, currently affiliated with A.G.P. / Alliance Global Partners in Charlotte, NC. He has six years of industry experience, including prior roles at Stifel Financial Corp. and Capitol Financial Solutions. Moody is also involved in an investment-related business operating under the name Van Pelt & Company. A.G.P. / Alliance Global Partners is a multi-team firm serving individual clients, retirement plans, and institutional investors. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing through its EPC Advisors Group division, alongside active broker-dealer operations and management of pooled investment vehicles.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Teddy L

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Teddy Lellos is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials with 36 years of industry experience. He previously worked at Joseph Gunnar & Co. LLC dba Lellos Wealth Management for 13 years and B. Riley Wealth Advisors, Inc. for 3 years. He is a non-voting passive member of Buttonwood Select Opportunities Management Associates LLC, a related investment 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 institutional investors through a multi-team platform. The firm provides discretionary and non-discretionary portfolio management, financial and estate planning, and brokerage and insurance product distribution with a notable emphasis on international investing.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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