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George Michael Russell

A.g.p. / Alliance Global Partners

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About George Michael Russell

George Michael Russell is a financial advisor with over 37 years of experience in the industry. He is currently registered with A.G.P. / Alliance Global Partners in Rochelle Park, NJ. George has worked with a variety of firms throughout his career including AEGIS CAPITAL CORP. and National Securities Corporation. He holds Series 7, 24, 63 and 65 licenses and is a Chartered Financial Consultant. George specializes in providing financial planning, portfolio management and selection of other advisers for individuals, businesses, and pooled investment vehicles.

Firm Information

George Russell 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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George Russell’s Registration & Firm History

NJ

12/03/2023 - Present

A.g.p. / Alliance Global Partners (Rochelle Park NJ)

NJ

01/24/2017 - 12/22/2023

AEGIS CAPITAL CORP. (Rochelle Park NJ)

NJ

04/02/2012 - 02/17/2017

NATIONAL SECURITIES CORPORATION (PARAMUS NJ)

NJ

09/05/2008 - 04/11/2012

LINCOLN FINANCIAL SECURITIES CORPORATION (PARAMUS NJ)

NJ

08/18/2005 - 10/03/2008

FINANCIAL NETWORK INVESTMENT CORPORATION (PARAMUS NJ)

NJ

01/24/2005 - 08/24/2005

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

MO

07/01/2003 - 01/24/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

11/18/1999 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

12/21/1998 - 11/18/1999

C. J. M. PLANNING CORP. (POMPTON LAKES NJ)

NA

01/01/1994 - 12/11/1998

C. J. M. PLANNING CORP.

NY

04/14/1993 - 05/04/1994

PERSONAL ASSET MANAGEMENT LTD. (UNIONDALE NY)

NY

03/25/1991 - 12/02/1992

ROBERT TODD FINANCIAL CORP. (NEW YORK NY)

NA

10/22/1985 - 06/19/1992

GLOBAL CAPITAL SECURITIES, INC.

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Licenses & Designations

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for George Michael Russell. Review regulatory record here.
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