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Neeraj Roy Chaudhary

A.g.p. / Alliance Global Partners

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About Neeraj Roy Chaudhary

Neeraj Chaudhary is a registered investment advisor representative with Alliance Global Partners in Newport Beach, California. Neeraj has been in the securities industry since 2008, and has held previous positions at Euro Pacific Capital, Inc. and EnviroProcess Consultants. Neeraj specializes in providing financial planning and portfolio management for businesses, individuals and pooled investment vehicles.

Firm Information

Neeraj Chaudhary 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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Neeraj Chaudhary’s Registration & Firm History

CA

03/16/2021 - Present

A.g.p. / Alliance Global Partners (NEWPORT BEACH CA)

CA

06/18/2008 - 11/17/2014

EURO PACIFIC CAPITAL, INC. (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 09/06/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/02/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2014

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Neeraj Roy Chaudhary. Review regulatory record here.
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