Gino
Poli

A.G.P. / Alliance Global Partners

CRD#6945254
Investment Advisor
in Chicago, IL

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About this Advisor

Gino Poli is a financial advisor based in Chicago, Illinois, working with A.G.P. / Alliance Global Partners. Gino has previously held positions 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. Gino has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Gino is part of A.G.P. / Alliance Global Partners, which operates out of Chicago, Illinois. 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 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

200 W Jackson Blvd Suite 2850
Chicago, IL 60606

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

Total Assets Under Management

$1,320,572,086

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

283

IL Average: 35
Total Number of Accounts

5,220

IL Average: 690
Average Account Size

$252,983

IL 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

Gino Poli Work History

2021 - Present (3 years)

A.G.P. / Alliance Global Partners

2019 - 2019 (< 1 year)

Engs Commercial Finance Co

2019 - 2021 (2 years)

Jpmorgan Chase Bank, N.A

2019 - 2021 (2 years)

J.P. Morgan Securities LLC

2018 - 2019 (1 year)

Axa Advisors, LLC

2018 - 2019 (1 year)

Axa Advisors

2017 - 2018 (1 year)

Lpl Fibonacci Wealth Alliance

2016 - 2017 (1 year)

Mcdonald'S (Randstad)

2016 - 2016 (< 1 year)

Mcdonald'S (Randstad)

2016 - 2018 (2 years)

Illinois State University

2015 - 2016 (1 year)

Fort Lewis College

2014 - 2014 (< 1 year)

Loyola University

2012 - 2014 (2 years)

Aquascape Inc

2010 - 2014 (4 years)

Bartlet High School

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

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

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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