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Mark Paul Adler

Investment adviser representative at A.G.P / Alliance Global Partners
11 yearsExperience
1 stateRegistered in
$2.9BFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. A.G.P. / Alliance Global PartnersApr 2026 to now
  2. Alliance Global PartnersJan 2026 to now
  3. The Gms Group, L.L.C.Jul 2015 to Jan 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

A.G.P / Alliance Global Partners

Legal name: A.G.P. / Alliance Global Partners, LLC

$2.9BAssets managed
7,490Clients
130Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2194735
Firm CRD
8361
Advisor's SEC record (opens in a new tab)
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