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Martin Weiss

A.g.p. / Alliance Global Partners

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About Martin Weiss

Martin Weiss is a financial advisor with A.g.p. / Alliance Global Partners. Martin has over 25 years of experience in the financial services industry. Martin is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed securities agent in multiple states. Martin's areas of specialization include portfolio management for individuals, businesses and pooled investment vehicles, financial planning and selection of other advisors.

Firm Information

Martin Weiss 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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Martin Weiss’s Registration & Firm History

FL

04/16/2019 - Present

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

NJ

01/02/2008 - 04/17/2019

NATIONAL SECURITIES CORPORATION (TINTON FALLS NJ)

NJ

01/06/2003 - 01/07/2008

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

NY

03/02/2001 - 01/06/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MO

03/03/1997 - 03/05/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NY

10/26/1995 - 02/19/1997

FAHNESTOCK & CO., INC. (NEW YORK NY)

NY

12/02/1994 - 10/27/1995

COMMONWEALTH ASSOCIATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/1994

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 Martin Weiss.
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