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Daniel Jack Goldschmidt

A.g.p. / Alliance Global Partners

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About Daniel Jack Goldschmidt

Daniel Goldschmidt is a financial advisor with A.g.p. / Alliance Global Partners, a firm based in Westport, Connecticut. Daniel has been in the industry since 2006 and is registered with the state of New York. Daniel's prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and AEGIS CAPITAL CORP.. Daniel holds Series 66, Series 7 and SIE licenses and has experience providing financial planning, portfolio management for businesses and individuals, as well as portfolio management for pooled investment vehicles.

Firm Information

Daniel Goldschmidt 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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Daniel Goldschmidt’s Registration & Firm History

NY

09/08/2021 - Present

A.g.p. / Alliance Global Partners (New York NY)

NY

07/08/2015 - 03/31/2021

AEGIS CAPITAL CORP. (NEW YORK NY)

NY

01/01/2006 - 05/26/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/10/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 4 public disclosures for Daniel Jack Goldschmidt. Review regulatory record here.
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