Stephen Alan Colavito
Investment adviser representative at A.G.P / Alliance Global Partners
11 yearsExperience
7 statesRegistered 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.
- A.G.P. / Alliance Global PartnersJun 2026 to now
- Alliance Global PartnersJun 2026 to now
- Enverra Capital LLCOct 2017 to now
- Enverra Partners LLCOct 2017 to now
- Gerson Lehrman GroupJun 2016 to now
- Es Advisory GroupMay 2023 to Jun 2026
- San Blas Advisory, LLCMay 2023 to Jun 2026
- San Blas Securities, LLCMay 2023 to Jun 2026
- Perigon Wealth Management, LLCDec 2021 to May 2023
- Lakeview Capital Partners, LLCOct 2018 to Dec 2021
- Asset Preservation Advisors, Inc.Nov 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 7 states (FL, GA, IL, NC, NJ, SC, TX).
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
- 2418662
- Firm CRD
- 8361