New York, NY Madison Avenue Office

Team
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A.G.P / Alliance Global Partners

Multi-team

Firm-wide stats for A.G.P / Alliance Global Partners

Total advisors

133

Across 28 offices

Clients per advisor

55 Typical

Avg AUM per client

$380,640 Low

HNW client ratio

8% Low

About

A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA‑member broker‑dealer serving individual clients (including high‑net‑worth households), retirement plans, and pooled/institutional vehicles across a multi‑team platform. The firm offers discretionary and non‑discretionary portfolio management, financial and estate planning (including a partnership with Trust & Will), model and wrap fee programs, third‑party sub‑advisory arrangements, and brokerage and insurance product distribution.

Investment advice is delivered through a mix of strategies with a notable emphasis on international investing via the EPC Advisors Group division, combining top‑down country/currency analysis with bottom‑up security selection; A.G.P. also offers A.G.P. Model Portfolios (primarily ETF‑based) and separately managed accounts implemented by sub‑advisers such as EPAM. Client work generally begins with gathering financial information and setting objectives in an Investment Policy Statement, after which portfolios may be managed on a discretionary basis with periodic reviews, rebalancing, and the occasional use of derivatives or margin where deemed suitable.

Distinctive features relative to many multi‑team peers include the firm’s active broker‑dealer operations and other financial product sales, its role as adviser to pooled vehicles (such as GP Advisor Fund) and affiliation with a private fund (AGP Alternative Investment Fund II), and the management of pooled‑vehicle accounts — all activities that are statistically uncommon for firms in this category. The firm has also disclosed regulatory matters in recent years (including actions involving the SEC, FINRA, Nasdaq and a state insurance agency) and publicly discloses various custodian revenue‑sharing and rebate arrangements (for example with Fidelity and RBC); its advisory pricing is generally negotiated as percentage‑of‑AUM rather than presented as fixed fees.

Based on A.G.P / Alliance Global Partners

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

Based on A.G.P / Alliance Global Partners

Occupation focus

Founder/Business Owner Executive

Based on A.G.P / Alliance Global Partners

Location

590 Madison Avenue, 28th Floor

New York NY 10022

Advisors at this office

34

Advisors at this office

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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.

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

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

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

Series 66, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Nechemia Vallach is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY with nine years of industry experience. He holds the Series 65 and Series 66 licenses and has worked previously at National Asset Management, National Securities Corporation, Eagles Coast Capital, Guardian Life Insurance, and Park Avenue Securities. 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 employs a multi-team platform with a notable emphasis on international investing and offers a range of portfolio management and financial planning services.

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

Series 63, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Scott Shames is a financial advisor at A.G.P. / Alliance Global Partners with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Alliance Global Partners since 2022. His prior experience includes 12 years at National Asset Management, Inc. and over two decades at V-Finance. 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 model portfolios, delivered through a multi-team platform.

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

Series 63

New York, NY

A.G.P. / Alliance Global Partners

Ian Dietz is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds the Series 63 designation and has 40 years of industry experience. His prior roles include positions at LPL Financial and Morgan Stanley Private Bank and Smith Barney. 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, financial planning, and brokerage services.

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

Series 63, Series 66

New York, NY

A.G.P. / Alliance Global Partners

Mai Bresnik is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and 66 designations and 15 years of industry experience. She has worked at Alliance Global Partners since 2022 and previously held roles at National Securities Corporation and National Asset Management. Bresnik is also president of Bresnik Financial Services Inc., 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 institutional vehicles across a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and involvement in pooled vehicles and private funds.

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

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Moss Plaine is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at his current firm since 2018, following five years at Aegis Capital Corp. Plaine serves as co-trustee of the Michael Nissen 2010 Insurance Trust, a role involving oversight of a managed account. 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.

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

Series 66

New York, NY

A.G.P. / Alliance Global Partners

Robert Nepo is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY. He holds a Series 66 designation and has eight years of industry experience. Prior to joining A.G.P. in 2020, he worked at Five Rings Capital LLC from 2012 to 2020. 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, financial planning, and brokerage services, with a notable emphasis on international investing and the management of pooled-vehicle accounts.

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

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Philip Michals is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior work includes roles at A.G.P. Canada Investments ULC, Euro Pacific Capital, Aegis Capital Corp., Quadstar Capital Advisors, and Gunnallen Financial. Outside of advising, he serves on the board of directors for Manhattan Bridge Capital, Inc. and is involved with the nonprofit Save Asbury Park History, focusing on the preservation of historical buildings. 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 alongside a range of portfolio management and financial planning services, managing both discretionary and non-discretionary accounts with an approach that combines top-down and bottom-up analysis.

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

CFP®, Series 65, Series 63

New York, NY

A.G.P. / Alliance Global Partners

Cole Aaronson is a CFP® professional with 12 years of experience in the financial industry. He has worked at A.G.P. / Alliance Global Partners since 2021, following seven years at David Lerner Associates, Inc. Aaronson is based in New York, NY, and holds Series 63 and Series 65 licenses. 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 alongside a range of portfolio management and financial planning services, and it manages various pooled vehicles and private funds.

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

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Steven Muehlgay is a financial advisor at A.G.P. / Alliance Global Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global 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 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
user avatar

Ying Z

Series 66

New York, NY

A.G.P. / Alliance Global Partners

Ying Zhao is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation and 19 years of industry experience. Prior to joining A.G.P. in 2021, Zhao worked at Stifel, Intl Advisory Consultants Inc., Next Financial Group, Inc., and Merrill. Outside of financial advising, Zhao is involved in film production in Los Angeles as a part-time producer. 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 alongside discretionary and non-discretionary portfolio management, financial and estate planning, and offers access to pooled vehicles and model portfolio solutions.

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

CFP®, Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Paul Morse is a CFP® professional with 33 years of experience in the financial services industry. He is currently with A.G.P. / Alliance Global Partners, where he has worked since 2020. His prior experience includes roles at Gladstone Wealth Group, LPL Financial, 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 institutional vehicles through a multi-team platform. The firm emphasizes a range of investment strategies, including international investing via the EPC Advisors Group, and offers discretionary portfolio management, financial and estate planning, model portfolios, and brokerage and insurance product distribution.

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

Eric S

Series 63, Series 65

New York, NY

A.G.P. / Alliance Global Partners

Eric Strominger is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes prior roles at Aegis Capital Corp, Oppenheimer, Maxim Financial Advisors LLC, MSI Financial Services, and Eastbrook Capital Group. Outside of his advisory work, he is involved with CRAZMinds LLC, a consumer products 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 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 model portfolios.

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