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Peter Goranites

A.g.p. / Alliance Global Partners

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About Peter Goranites

Peter Goranites is an experienced financial advisor with over 23 years of experience in the industry. Peter is currently registered with Alliance Global Partners, where has been employed since July 2018. Peter has held prior roles at a number of firms including Aegis Capital Corp., Du Pasquier & Co., Inc., First Hudson Financial Group, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, National Securities Corporation, Sharpe Capital, Inc., and Dean Witter Reynolds Inc. Peter holds a number of licenses and certifications including Series 7, Series 24, Series 4, Series 55, Series 57TO, and Series 63. Peter specializes in a range of financial services including Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, and Financial Planning.

Firm Information

Peter Goranites 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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Peter Goranites’s Registration & Firm History

FL

07/20/2018 - Present

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

NY

07/18/2014 - 08/06/2018

AEGIS CAPITAL CORP. (NEW YORK NY)

NY

10/17/2005 - 07/25/2014

DU PASQUIER & CO., INC. (NEW YORK NY)

NY

01/05/2004 - 10/14/2005

FIRST HUDSON FINANCIAL GROUP, INC. (NEW YORK NY)

MN

09/10/2003 - 01/12/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/10/2003 - 01/12/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

FL

10/18/2000 - 03/17/2003

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

NY

09/17/1999 - 10/26/2000

SHARPE CAPITAL, INC. (NEW YORK NY)

NY

04/05/1999 - 12/08/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 04/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2000

Series 24 - General Securities Principal Examination

BC

Issued 02/04/2000

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/01/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Peter Goranites. Review regulatory record here.
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