John Agoglia is a registered investment advisor at Advanced Portfolio Services LLC, based in Saint James, NY, with 30 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable and may result in a fixed dollar billing.
Fee Estimator
Location
3 Sweet Hollow Court, Saint James, NY, 11780
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is the sole owner of JDA Trading LLC, a personal investment vehicle established in 2011 holding securities, non-marketable financial products, and passive business interests. He spends about a quarter of his time on research, trading, and analyzing investment opportunities, including 1-2 hours during trading sessions.
Employment History
Current Registrations
Advanced Portfolio Services LLC
Previous Registrations
E D & F Man Capital Markets INC.Broker
Mf Global INC.Broker
Refco Securities, LLCBroker
Eastbridge Capital INC.Broker
Carroll Mcentee & Mcginley IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.