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Max Farahani

A.g.p. / Alliance Global Partners

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About Max Farahani

Max Farahani is a registered investment advisor representative (IAR) with A.g.p. / Alliance Global Partners, based in Miami, Florida. Max has been working in the financial services industry since 2009, previously having worked at MML INVESTORS SERVICES, LLC and MSI FINANCIAL SERVICES, INC. Max specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Max holds the Series 66, Series 7, and SIE exams.

Firm Information

Max Farahani 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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Max Farahani’s Registration & Firm History

FL

03/30/2023 - Present

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

FL

03/25/2017 - 04/08/2021

MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)

FL

03/04/2009 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (PLANTATION FL)

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Licenses & Designations

BOTH

Issued 02/09/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2009

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 Max Farahani.
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