Nechemia
Vallach
A.G.P. / Alliance Global Partners
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About this Advisor
Nechemia Vallach is a financial advisor based in New York, New York with 1 year of relevant experience. Vallach is an advisor for A.G.P. / Alliance Global Partners. Over the course of their career, Vallach has held roles at National Securities Corp, Kolel Zichron Chaim Of Bobov Rabbinical College, Park Avenue Securities, Guardian Life Ins, National Securities Corporation, National Asset Management, Alliance Global Partners and Eagles Coast Capital, LLC. Vallach has Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in New York. A.G.P. / Alliance Global Partners is a registered investment business that has its headquarters in Westport, CT. The firm has offices in 11 locations and a total of 267 financial advisors. It manages $1 billion in assets between its 5,102 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves two charitable organizations. Of its 5,102 customer accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets. A.G.P. / Alliance Global Partners provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on the services. However, fees 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
Nechemia Vallach Work History
Nechemia has been registered as a financial advisor for 1 years.*
Alliance Global Partners
National Securities Corporation
National Asset Management
Eagles Coast Capital, LLC
Park Avenue Securities
Guardian Life Ins
National Securities Corp
Kolel Zichron Chaim Of Bobov Rabbinical College
*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 Nechemia Vallach 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
Westport, CT
Boca Raton, FL
Westport, CT
Boca Raton, FL
Newport Beach, CA
New York, NY
Miami, FL
Boca Raton, FL
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