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Alex Boatman

A.g.p. / Alliance Global Partners

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About Alex Boatman

Alex Boatman is a financial advisor with A.g.p. / Alliance Global Partners, a registered investment advisor headquartered in Westport, Connecticut. Alex has been in the financial services industry since 2011 and holds Series 7 and Series 66 licenses. Alex has a specialization in fixed income, mutual funds, variable annuities, and retirement planning. Alex has previously worked for Edward Jones and Stifel Nicolaus & Company, Incorporated.

Firm Information

Alex Boatman is currently registered with A.g.p. / Alliance Global Partners. A.g.p. / Alliance Global Partners is a Limited Liability Company with a main office in Westport, Connecticut, and has been operating since July 2022. The firm has over 238 registered representatives and manages over $1.6 billion in regulatory assets. A.g.p. / Alliance Global Partners provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. They cater to a diverse range of clients, including individuals, high-net-worth individuals, businesses, corporations, and charitable organizations.
A.g.p. / Alliance Global Partners

88 POST ROAD WEST

WESTPORT, CT 06880

$1.69B

Assets Under Management

Not reported

Total Clients

175

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Sub-adviser of pooled investment vehicle charges a performance f

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Alex Boatman’s Registration & Firm History

MI

09/04/2024 - Present

A.g.p. / Alliance Global Partners (Chesterfield MI)

MI

06/24/2020 - 01/22/2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED (SHELBY TOWNSHIP MI)

MI

11/17/2011 - 06/23/2020

EDWARD JONES (NEW BALTIMORE MI)

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Licenses & Designations

BOTH

Issued 12/02/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alex Boatman.
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