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Elena Fusillo

A.g.p. / Alliance Global Partners

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About Elena Fusillo

Elena Fusillo is a financial advisor with a long and varied career in the financial services industry. Elena currently works at A.g.p. / Alliance Global Partners and has been registered with them since September 2019. Elena has worked at a number of firms over the years, and has a diverse background.

Firm Information

Elena Fusillo 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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Elena Fusillo’s Registration & Firm History

CT

09/16/2019 - Present

A.g.p. / Alliance Global Partners (WESTPORT CT)

IL

04/05/2006 - 06/23/2008

GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)

NY

02/24/2003 - 11/10/2004

TEMPER OF THE TIMES INVESTOR SERVICES, INC. (HARRISON NY)

NY

02/19/2002 - 12/06/2002

PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)

NY

06/14/1999 - 12/03/2001

CLARK DODGE & CO., INC. (WHITE PLAINS NY)

NY

01/01/1990 - 06/09/1999

BRILL SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/05/2018

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/30/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/17/1999

Series 4 - Registered Options Principal Examination

BC

Issued 09/29/1999

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/17/1999

Series 27 - Financial and Operations Principal Examination

BC

Issued 07/13/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/03/1991

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 08/25/1991

Series 14 - Compliance Officer Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/18/1989

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 Elena Fusillo.
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