Ben
Dembin

A.G.P. / Alliance Global Partners

CRD#2371539
Investment Advisor
in Boca Raton, FL

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About this Advisor

Ben Dembin is a financial advisor based in Boca Raton, Florida, working with A.G.P. / Alliance Global Partners. Ben has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, and A.G.P. / Alliance Global Partners. Ben has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Ben is part of A.G.P. / Alliance Global Partners, which operates out of Boca Raton, Florida. The firm has 15 offices and 283 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at A.G.P. / Alliance Global Partners includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Fountain Square 2700 N. Military Trail, Suite 230
Boca Raton, FL 33431

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A.G.P. / Alliance Global Partners Brokerage Details

Total Assets Under Management

$1,320,572,086

FL Average: $5,297,377,271
Total Number of Employees

283

FL Average: 35
Total Number of Accounts

5,220

FL Average: 690
Average Account Size

$252,983

FL Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Ben Dembin Work History

2019 - Present (5 years)

A.G.P. / Alliance Global Partners

2015 - 2019 (4 years)

Morgan Stanley Private Bank, National Association

2010 - 2019 (9 years)

Morgan Stanley

Disclosures

Please visit the SEC profile of Ben Dembin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at A.G.P / Alliance Global Partners

Kyle Jones
Boca Raton, FL
Barry Mills
Boca Raton, FL
John Raho
New York, NY
Cole Aaronson
New York, NY
Ross Gladstone
New York, NY
Anthony Romano
Holmdel, NJ
Eric Strominger
New York, NY
Gregory Charlot
Boca Raton, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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