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Nikhil Kathuria

Investment adviser representative at A.G.P / Alliance Global Partners
16 yearsExperience
19 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

16 years in the industry.

  1. A.G.P. / Alliance Global PartnersJul 2021 to now
  2. Santa Monica CollegeSep 2020 to now
  3. Interstate BatteriesJun 2020 to Aug 2020
  4. Southern Methodist UniversityAug 2019 to Jun 2020
  5. South End Health and Racquet ClubDec 2017 to Jun 2018
  6. Chadwick SchoolSep 2010 to Jun 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021
  • Series 63 · Uniform Securities Agent State Law2022

State registrations

Registered as an investment adviser representative in 19 states (AL, AR, AZ, CA, CT, FL, ID, IN, MA, MI, MN, NC, NE, NH, NV, OR, TX, UT, WI).

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
7396346
Firm CRD
8361
Advisor's SEC record (opens in a new tab)
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