Gino
Poli
A.G.P. / Alliance Global Partners
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About this Advisor
Gino Poli is a financial advisor who works in Chicago, Illinois with 2 years of relevant experience. Poli is currently employed by A.G.P. / Alliance Global Partners. Poli has gained experience at Bartlet High School, Aquascape Inc, Lpl Fibonacci Wealth Alliance, Mcdonald'S (Randstad), Illinois State University, Loyola University, Fort Lewis College, Axa Advisors, LLC, Axa Advisors, Engs Commercial Finance Co, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC and A.G.P. / Alliance Global Partners. Poli holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Illinois. A.G.P. / Alliance Global Partners is a registered investment business based in Westport, CT. The investment advisory business has offices in 11 locations and a total of 267 financial advisors. It has $1 billion in total assets among its 5,102 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 5,102 accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. A.G.P. / Alliance Global Partners has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically vary depending on which services the firm provides the client. However, fee types billed by A.G.P. / Alliance Global Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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A.G.P. / Alliance Global Partners Brokerage Details
$1,247,803,386
267
5,102
$244,571
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
Gino Poli Work History
Gino has been registered as a financial advisor for 2 years.*
A.G.P. / Alliance Global Partners
Engs Commercial Finance Co
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Axa Advisors, LLC
Axa Advisors
Lpl Fibonacci Wealth Alliance
Mcdonald'S (Randstad)
Mcdonald'S (Randstad)
Illinois State University
Fort Lewis College
Loyola University
Aquascape Inc
Bartlet High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gino Poli 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
Westport, CT
New York, NY
Miami, FL
Newport Beach, CA
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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