Eric
Kleinberg
A.G.P. / Alliance Global Partners
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About this Advisor
Eric Kleinberg is a financial advisor based in Boca Raton, Florida, working with A.G.P. / Alliance Global Partners. Eric has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Alliance Global Partners, and Morgan Stanley Private Bank, N.A. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Eric 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
Services Offered
Fee Structure
Office Location
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A.G.P. / Alliance Global Partners Brokerage Details
$1,320,572,086
283
5,220
$252,983
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
Eric Kleinberg Work History
Alliance Global Partners
Morgan Stanley Private Bank, N.A
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Eric Kleinberg 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
New York, NY
Boca Raton, FL
Boca Raton, FL
New York, NY
Holmdel, NJ
Boca Raton, FL
New York, NY
Boca Raton, FL
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