Elizabeth Jane Tavel
Investment adviser representative at A.G.P / Alliance Global Partners
14 yearsExperience
3 statesRegistered in
$2.9BFirm assets
17 yearsFirm in business
Are you Elizabeth Jane Tavel? Claim your profile
Contact this firm
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
14 years in the industry.
- A.G.P. / Alliance Global PartnersFeb 2023 to now
- Alliance Global PartnersFeb 2023 to now
- Aegis Capital CorpJan 2023 to Feb 2023
- Bank of America, N.A.Jan 2018 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2017 to Oct 2022
- Pruco Securities, LLCJul 2017 to Sep 2017
- Morgan Stanley Private Bank, National AssociationJan 2015 to Apr 2017
- Morgan Stanley Smtih BarneyJul 2009 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 3 states (CT, NJ, NY).
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
- 2281961
- Firm CRD
- 8361