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Daniel Joseph Hazelett

A.g.p. / Alliance Global Partners

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About Daniel Joseph Hazelett

Daniel Hazelett is a financial professional with over 20 years of experience in the industry. Daniel is currently a registered representative with A.g.p. / Alliance Global Partners and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Daniel has previously worked with other firms like AEGIS CAPITAL CORP. and UBS FINANCIAL SERVICES INC. Daniel has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Daniel Hazelett 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 Hazelett’s Registration & Firm History

NY

05/24/2021 - Present

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

NY

03/12/2019 - 05/23/2021

AEGIS CAPITAL CORP. (NEW YORK NY)

NY

02/21/2019 - 03/18/2019

NYLIFE SECURITIES LLC (NEW YORK NY)

PR

11/01/2016 - 03/30/2017

QUASAR TRADING, LLC (SAN JUAN PR)

NJ

11/23/2009 - 12/02/2014

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NJ

03/16/2006 - 07/06/2009

E*TRADE SECURITIES LLC (JERSEY CITY NJ)

NE

07/01/1999 - 03/06/2006

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

IA

11/09/1993 - 01/14/1994

DICKINSON & CO. (DES MOINES IA)

NY

03/27/1992 - 11/04/1993

SMITH BARNEY SHEARSON INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2008

Series 24 - General Securities Principal Examination

BC

Issued 11/21/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/19/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/15/2003

Series 4 - Registered Options Principal Examination

BC

Issued 03/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/1999

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 Daniel Joseph Hazelett.
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