Maria Dontsis
Investment adviser representative at A.G.P / Alliance Global Partners
12 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$2.9BFirm assets
Are you Maria Dontsis? 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
12 years in the industry.
- A.G.P. / Alliance Global PartnersFeb 2026 to now
- Alliance Global PartnersFeb 2026 to now
- Morgan Stanley Private Bank, N.AApr 2015 to now
- Morgan Stanley Private Bank, National AssociationMay 2015 to Feb 2026
- Morgan Stanley Smith Barney LLCDec 2014 to Feb 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 5 states (CT, FL, NJ, NY, PA).
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
- 6429277
- Firm CRD
- 8361