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Robert Nepo

A.g.p. / Alliance Global Partners

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About Robert Nepo

Robert Nepo is a financial advisor at A.g.p. / Alliance Global Partners with over 18 years of experience in the industry. Robert is registered in several states, including Texas, Connecticut, and New York. Robert specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Robert is also qualified to provide financial planning and selection of other advisors. Robert has held previous positions with Bedford Capital Management L.L.C. and Box Canyon Trading LLC. Robert is committed to providing his clients with the highest level of service and expertise.

Firm Information

Robert Nepo 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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Robert Nepo’s Registration & Firm History

NY

01/25/2021 - Present

A.g.p. / Alliance Global Partners (New York NY)

NY

04/08/2005 - 05/18/2006

BEDFORD CAPITAL MANAGEMENT L.L.C. (BEDFORD NY)

NY

03/02/2005 - 07/07/2005

BOX CANYON TRADING LLC (NEW YORK NY)

NY

10/31/2003 - 02/24/2005

BOX CANYON TRADING LLC (NEW YORK NY)

NY

09/26/2003 - 01/09/2004

BOX CANYON TRADING LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/23/2020

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2010

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Robert Nepo.
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