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Marlon Donovan Munroe

A.g.p. / Alliance Global Partners

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About Marlon Donovan Munroe

Marlon Donovan Munroe is a financial advisor in Boca Raton, Florida. Marlon has been working in the securities industry since 2012 and has a strong background in financial services. Marlon is currently registered with Alliance Global Partners and has previously worked at First Investors Corporation. Marlon is Series 6, 7, 63 and 65 licensed and holds the SIE certification. Marlon offers financial planning, portfolio management, selection of other advisors and portfolio management for businesses and individuals.

Firm Information

Marlon Munroe 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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Marlon Munroe’s Registration & Firm History

FL

09/05/2024 - Present

A.g.p. / Alliance Global Partners (BOCA RATON FL)

FL

07/11/2012 - 09/03/2015

FIRST INVESTORS CORPORATION (MIRAMAR FL)

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Licenses & Designations

BC

Issued 04/27/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/08/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/03/2022

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Marlon Donovan Munroe.
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