Daniel
Goldschmidt
A.G.P. / Alliance Global Partners
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About this Advisor
Daniel Goldschmidt is a financial advisor based in New York, New York, working with A.G.P. / Alliance Global Partners. Daniel has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Aegis Capital Corp, and A.G.P. / Alliance Global Partners. Daniel has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Daniel is part of A.G.P. / Alliance Global Partners, which operates out of New York, New York. 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
Daniel Goldschmidt Work History
A.G.P. / Alliance Global Partners
Aegis Capital Corp
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Daniel Goldschmidt 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
Boca Raton, FL
New York, NY
New York, NY
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Holmdel, NJ
New York, NY
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