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Peter Louis Melillo

A.g.p. / Alliance Global Partners

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About Peter Louis Melillo

Peter Louis Melillo is a financial advisor with over 40 years of experience in the industry. Peter currently works with A.g.p. / Alliance Global Partners, and previously worked for AEGIS CAPITAL CORP., GUNNALLEN FINANCIAL, INC, CROWN FINANCIAL GROUP, INC., PRUDENTIAL-BACHE SECURITIES INC., CREATIVE SECURITIES CORP., SOUTHEAST SECURITIES OF FLORIDA, INC., and SHEARSON LOEB RHOADES INC. Peter is licensed in Connecticut, Florida, Massachusetts, New Jersey and New York.

Firm Information

Peter Melillo 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 Melillo’s Registration & Firm History

NJ

01/11/2021 - Present

A.g.p. / Alliance Global Partners (Holmdel NJ)

NJ

03/23/2010 - 01/14/2021

AEGIS CAPITAL CORP. (HOLMDEL NJ)

NJ

03/29/2004 - 03/29/2010

GUNNALLEN FINANCIAL, INC (HOLMDEL NJ)

NJ

08/11/1986 - 03/29/2004

CROWN FINANCIAL GROUP, INC. (JERSEY CITY NJ)

NA

07/12/1985 - 08/25/1986

PRUDENTIAL-BACHE SECURITIES INC.

NA

03/28/1983 - 07/19/1985

CREATIVE SECURITIES CORP.

NA

03/30/1982 - 03/21/1983

SOUTHEAST SECURITIES OF FLORIDA, INC.

NA

11/06/1981 - 03/25/1982

SHEARSON LOEB RHOADES INC.

NA

06/26/1980 - 11/06/1981

DONALD & CO. SECURITIES INC.

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Licenses & Designations

BC

Issued 04/28/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/1992

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/17/1981

Series 5 - Interest Rate Options Examination

BC

Issued 06/21/1980

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 Peter Louis Melillo.
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