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Tadeusz John Kania

A.g.p. / Alliance Global Partners

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About Tadeusz John Kania

Tadeusz John Kania is a financial advisor who has been in the industry since November 9, 1989. Currently, Tadeusz is an advisor for A.g.p. / Alliance Global Partners. Tadeusz has worked with several other financial firms in the past, including AEGIS CAPITAL CORP., DU PASQUIER & CO., INC., MAXIM GROUP LLC, INVESTEC ERNST & COMPANY, JANNEY MONTGOMERY SCOTT LLC, KIRLIN SECURITIES INC., PREFERRED SECURITIES GROUP, INC., H.J. MEYERS & CO., INC., HIBBARD BROWN & CO., INC., and WESTFIELD FINANCIAL CORPORATION. Tadeusz is registered to provide brokerage services in the states of Florida, New Jersey, New York, Pennsylvania, and West Virginia.

Firm Information

Tadeusz Kania 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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Tadeusz Kania’s Registration & Firm History

NY

03/22/2021 - Present

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

NY

07/18/2014 - 03/19/2021

AEGIS CAPITAL CORP. (NEW YORK NY)

NY

04/02/2009 - 07/25/2014

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

NY

10/23/2002 - 04/09/2009

MAXIM GROUP LLC (NEW YORK NY)

NY

02/28/2002 - 10/23/2002

INVESTEC ERNST & COMPANY (NEW YORK NY)

PA

10/24/2000 - 02/13/2002

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

NY

10/02/1998 - 11/09/2000

KIRLIN SECURITIES INC. (SYOSSET NY)

FL

09/22/1998 - 10/07/1998

PREFERRED SECURITIES GROUP, INC. (BOCA RATON FL)

NY

08/19/1994 - 10/05/1998

H.J. MEYERS & CO., INC. (ROCHESTER NY)

NY

10/25/1989 - 09/15/1994

HIBBARD BROWN & CO., INC. (NEW YORK NY)

NY

08/05/1994 - 08/19/1994

WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/22/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1989

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 Tadeusz John Kania.
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