Who We Are
A Financial Services Firm with a National Presence, and an Eye Towards the Future
About A.G.P.
Full-Service
Independent
Global
A.G.P./Alliance Global Partners is a full-service broker-dealer and registered investment advisor providing investment advisory and brokerage services to individuals and institutions across the United States. Our financial professionals have access to all major domestic exchanges as well as over 30 global markets.
A.G.P.’s team has decades of experience in wealth management, consisting of professionals from the largest advisors and broker-dealers to small and mid-sized boutique firms. Our highly experienced management team has real-world knowledge of a broad spectrum of financial services, regional, national, and global.
We are a member of FINRA and SIPC, committed to maintaining the highest standards of regulatory compliance and client service.
$1B+
Net Asset Inflows in 2025
22
Offices Nationwide
30+
Global Markets
FINRA / SIPC
Member Firm
Custody & Clearing
Your Assets, Safeguarded by Industry Leaders
Fidelity Institutional®
Fidelity Institutional provides a comprehensive custody and clearing platform, brokerage services, and trading capabilities through National Financial Services LLC (NFS), with assets under administration exceeding $4 trillion.
Securities held by NFS receive SIPC protection up to $500,000, including $250,000 on claims for cash. NFS additionally provides “excess of SIPC” coverage with a $1 billion aggregate limit, the maximum excess of SIPC protection currently available in the brokerage industry.
RBC Clearing & Custody
A.G.P. maintains a contractual agreement with RBC Clearing & Custody to serve as our clearing firm. RBC Capital Markets, LLC is a member of the Securities Investor Protection Corporation (SIPC).
Client assets held at RBC receive $500,000 of standard SIPC coverage, plus additional policies offering coverage in excess of SIPC up to $99.5 million per client.
Our Team
Our Management Team
View Full Team Directory →Phillip Michals
Chief Executive Officer/Executive Chairman
View Profile →David Bocchi
Co-Founder, Principal, Head of Investment Banking
View Profile →Raffaele Gambardella
Chief Operating Officer/Chief Risk Officer
View Profile →Craig Klein
Chief Financial Officer
View Profile →John Venezia
Chief Compliance Officer/Executive Vice President
View Profile →James Kirsch
President
View Profile →Timothy Cassidy
Chief Administrative Officer
View Profile →Benjamin Park
General Counsel
View Profile →Eric Steingruebner
National Sales Manager
View Profile →Thomas M. Dowling
Head of Wealth Management
View Profile →Alex Yelensky
Director of Global Trading
View Profile →Where We Are
22 Offices Across the United States
From our New York headquarters to offices coast to coast, A.G.P. professionals serve clients wherever they are.
New York, NY
40 Wall Street, 48th Floor, New York, NY 10005
(212) 365-5820
New York, NY
17 State Street, Suite 320, New York, NY 10004
(646) 908-2330
Westport, CT
88 Post Road West, 2nd Floor, Westport, CT 06880
(203) 662-9700
Newport Beach, CA
1201 Dove Street, Suite 200, Newport Beach, CA 92660
(800) 727-7922
Santa Monica, CA
1334 Third St. Promenade #301, Santa Monica, CA 90401
(310) 899-0344
Scottsdale, AZ
9375 E. Shea Boulevard, Suite 100, Scottsdale, AZ 85260
(480) 214-9555
Boca Raton, FL
2700 N. Military Trail, Suite 230, Boca Raton, FL 33431
(561) 763-1833
Aventura, FL
19505 Biscayne Blvd, Suite 2350, Aventura, FL 33180
Chicago, IL
200 W. Jackson Blvd., Suite 2850, Chicago, IL 60606
(312) 392-4262
Holmdel, NJ
2137 Route 35, Suite 345, Holmdel, NJ 07733
(732) 771-2600
Rochelle Park, NJ
365 West Passaic Street, Suite 275, Rochelle Park, NJ 07662
(201) 845-7200
Clemson, SC
602 College Ave, Suite 3, Clemson, SC 29631
(864) 986-4165
Hilton Head, SC
1000 William Hilton Pkwy, Suite C5, Hilton Head, SC 29928
(843) 420-1993
Charlotte, NC
700 East Blvd., Unit 3, Charlotte, NC 28203
(704) 886-1434
Annapolis, MD
61 Cornhill Street, Annapolis, MD 21401
(410) 263-1313
Washington, DC
1701 Pennsylvania Ave, Suite 220, Washington, DC 20006
Kalispell, MT
208 1st Ave E, Kalispell, MT 59901
(406) 300-0587
Tampa, FL
201 E. Kennedy Blvd., Suite 1230, Tampa, FL 33602
Hoboken, NJ
221 River Street, Suite 9004, Hoboken, NJ 07030
Lynbrook, NY
50 Hempstead Avenue, Suite C, Lynbrook, NY 11563
Rochelle Park, NJ
350 West Passaic Street, Rochelle Park, NJ 07662
New York, NY
HQ590 Madison Avenue, 28th Floor, New York, NY 10022
(212) 624-2060