Ronald J Holtz
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.
- A.G.P. / Alliance Global PartnersNov 2021 to now
- Alliance Global PartnersNov 2021 to now
- Edward JonesSep 2018 to Nov 2021
- Oppenheimer & Co. Inc.Apr 2017 to Jul 2018
- LPL Financial LLCOct 2015 to Apr 2017
- Webster BankOct 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 2663773
- Firm CRD
- 8361