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James Matthew Devary

A.g.p. / Alliance Global Partners

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About James Matthew Devary

James Devary is a financial advisor based in Scottsdale, Arizona. James is currently registered with A.G.P. / Alliance Global Partners. James has 19 years of experience in the financial services industry. Previously, James was registered with National Securities Corporation and Gunnallen Financial, Inc., among other firms. James is a licensed investment advisor in 22 states. James has passed the SIE, Series 7, Series 63 and Series 66 examinations.

Firm Information

James Devary 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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James Devary’s Registration & Firm History

AZ

03/17/2021 - Present

A.g.p. / Alliance Global Partners (SCOTTSDALE AZ)

NY

11/25/2008 - 03/09/2021

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

NY

04/17/2006 - 12/02/2008

GUNNALLEN FINANCIAL, INC (NEW YORK NY)

NY

01/03/2006 - 05/11/2006

S.W. BACH & COMPANY (PORT WASHINGTON NY)

NY

05/30/2003 - 10/19/2005

JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)

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Licenses & Designations

BOTH

Issued 06/07/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 3 public disclosures for James Matthew Devary. Review regulatory record here.
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