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Danielle Kristin Psarras

A.g.p. / Alliance Global Partners

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About Danielle Kristin Psarras

Danielle Kristin Psarras is an investment advisor with Alliance Global Partners. Danielle has been in the industry since November 24, 2000 and is currently registered in 27 states. Danielle is a registered representative with FINRA and holds Series 7, Series 63, Series 65, Series 99TO and SIE licenses. Danielle has previously worked at Euro Pacific Capital, Inc. and Salomon Smith Barney Inc. Danielle specializes in portfolio management for individuals, businesses and pooled investment vehicles.

Firm Information

Danielle Psarras 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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Danielle Psarras’s Registration & Firm History

CA

01/28/2005 - Present

A.g.p. / Alliance Global Partners (NEWPORT BEACH CA)

CT

03/01/2004 - 01/20/2005

EURO PACIFIC CAPITAL, INC. (WESTPORT CT)

NY

12/07/1999 - 02/04/2003

SALOMON SMITH BARNEY INC. (NEW YORK NY)

TX

09/17/1999 - 10/29/1999

RICHMARK CAPITAL CORPORATION (IRVING TX)

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Licenses & Designations

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/1999

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 Danielle Kristin Psarras.
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