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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.
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.
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.
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.
Marcus B
ChFC®, Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Marcus Berger is a financial advisor with A.G.P. / Alliance Global Partners, holding the ChFC® designation and Series 63 and 65 licenses. He has 53 years of industry experience, including roles at American Portfolios Financial Services, Inc. and Voya Financial Advisors, and he is president and owner of MKB Associates Inc. outside of his advisory work. 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 provides a range of portfolio management and financial planning services, with a notable emphasis on international investing and a multi-team platform that includes discretionary and non-discretionary strategies.
Jasmine G
Series 63, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Jasmine Glover is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked at Pruco Securities, LLC, The Prudential Insurance Company of America, Foresters Financial Services, and First Investors Corporation. Outside of her advisory role, she serves as president of the Carol City Middle School PTA, overseeing board activities and providing counsel to parents and teachers. 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. The firm offers a range of portfolio management, financial planning, and brokerage services, with an emphasis on international investing and distinctive multi-team platform features including active broker-dealer operations and management of pooled-vehicle accounts.
Marlon M
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Marlon Munroe is a financial advisor at A.G.P. / Alliance Global Partners with seven years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Jamaica Money Market Brokers for six years. He has been with Alliance Global Partners since 2022. 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 and financial planning services, including discretionary and non-discretionary strategies.
Robert O
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Robert Owens is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior positions include roles at Foresters Financial Services, National Agent Alliance, and Wells Fargo. Outside of his advisory work, Owens manages consulting and business brokerage activities through R.V. Owens, LLC and serves as a trustee for Tomorrow Is Better, a nonprofit providing tax planning guidance for church members. 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. The firm emphasizes international investing and offers a range of portfolio management and financial planning services across a multi-team platform.
Mark A
Series 63, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Mark Adler 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 29 years of industry experience. Prior to joining Alliance Global Partners in 2026, he worked for The GMS Group, L.L.C. for 11 years. 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 the management of pooled vehicles and model portfolios.
Keith R
Series 63, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Keith Ravodowitz is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at A.G.P. since 2020, following six years at HJ Sims. 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 emphasizes international investing strategies and offers a range of portfolio management, financial planning, and brokerage services.
Raymond A
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Raymond Asmar Jr. is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has worked with firms including Wells Fargo Advisors and Summit Financial Group, and has been with A.G.P. since 2019. Outside of his advisory role, he is a passive investor and advisor for FYI Networks, a news information content website. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual, retirement plan, and institutional clients through a multi-team platform. The firm provides a range of investment and financial planning services with an emphasis on international investing and manages pooled vehicles and alternative investment funds.
Steven B
CFP®, Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Steven Bell is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He is currently with A.G.P. / Alliance Global Partners, where he has worked since 2019 following prior roles at Morgan Stanley, stoever glass, National Asset Management, National Securities Corp, 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 emphasizes international investing and offers a range of portfolio management and financial planning services, including discretionary and non-discretionary strategies.
Aditya S
Series 63, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Aditya Saraogi is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Alliance Global Partners. Outside of his advisory role, he serves as a consultant for IFB Agro Industries Limited in India. 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 planning, and brokerage services, including management of pooled vehicles and access to sub-advisory strategies.
Ben D
Series 63, Series 65, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Ben Dembin 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. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, 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. The firm offers a range of portfolio management and financial planning services, with a notable focus on international investing and managing both discretionary and non-discretionary accounts across a multi-team platform.
Gregory C
Series 63, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Gregory Charlot is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at A.G.P. since 2019 and previously held roles at Foresters Financial and its affiliated entities. 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 delivers investment advice through a multi-team platform with an emphasis on international investing and offers a broad range of portfolio management, planning, and brokerage services.
Sanford S
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Sanford Steinberg is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior roles include positions at Citigroup Global Markets, Quadstar Capital Advisors, and Aegis Capital Corp. He has a limited affiliation with a medical insurance entity unrelated to investment 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 offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled vehicle accounts alongside traditional advisory and brokerage operations.
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.
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.
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.
Richard V
Series 63, Series 65
Boca Raton, FL
A.G.P. / Alliance Global Partners
Richard Vincent is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, Oppenheimer Asset Management, and CIBC World Markets. 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 variety of portfolio management and financial planning services, along with active broker-dealer operations and management of pooled vehicles.
Barry M
Series 63, Series 66
Boca Raton, FL
A.G.P. / Alliance Global Partners
Barry Mills 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 previously worked at Aegis Capital, Westport Resources Management Inc, and Morgan Stanley. Mills 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, with a notable focus on international investing and active broker-dealer operations.
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