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Alexander Yelensky

A.G.P / Alliance Global Partners
32 Years of Experience
Westport, CT
Broker
View SEC Summary
View SEC Summary

Alexander Yelensky is a registered investment advisor at A.G.P / Alliance Global Partners, based in Westport, CT, with 32 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.

A.G.P / Alliance Global Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
6,959 clients
Average Client Portfolio
$331K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees are negotiable and range up to 3% for the Portfolio Adviser II and EPC programs, up to 2% for the Wrap Fee Program, and up to 2.5% for other third-party management programs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

88 Post Road West, 2nd Floor, Westport, CT, 06880

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alexander owns K Capital Markets LLC-CT for tax purposes, Cafe Oolala (a cafe), KKS Corp DBA Live Better Home Care, and is a referee for USA Water Polo. He also works as a trader for A.G.P. Canada, dedicating minimal time to this role.

Employment History
Current Registrations
A.G.P / Alliance Global Partners
May 2019 - Present · 7 yrs 5 mos
A.G.P. / Alliance Global PartnersBroker
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Aegis Capital CORP.
March 2010 - May 2019 · 9 yrs 2 mos
Aegis Capital CORP.Broker
March 2010 - May 2019 · 9 yrs 2 mos
Gunnallen Financial, INC
November 2006 - March 2010 · 3 yrs 4 mos
Gunnallen Financial, INCBroker
March 2004 - March 2010 · 6 yrs
First Montauk Securities CORP.Broker
November 2001 - February 2004 · 2 yrs 3 mos
Kirlin Securities INC.Broker
September 1999 - December 2001 · 2 yrs 3 mos
Josephthal & CO., INC.Broker
February 1996 - October 1999 · 3 yrs 8 mos
Gruntal & CO. IncorporatedBroker
February 1995 - February 1996 · 1 yr
South Richmond Securities, INC.Broker
August 1992 - June 1993 · 10 mos
First American Biltmore Securities, INC.Broker
August 1992 - August 1992 · 0 mos
State Registrations8 states
CACTFLMDNJNMNYWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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