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Stephen Colavito

A.G.P / Alliance Global Partners
30 Years of Experience
Winter Park, FL
1 DisclosureBroker
View SEC Summary
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Stephen Colavito is a registered investment advisor at A.G.P / Alliance Global Partners, based in Winter Park, FL, with 30 years of industry experience. Stephen 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
132 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
—
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Location

Winter Park, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2012
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Other Business Activities

Stephen consults with Enverra Partners and is a council member at Gerson Lehrman Group, both non-investment-related consulting roles. These activities take a few hours per week and minimal time, respectively.

Employment History
Current Registrations
A.G.P / Alliance Global Partners
June 2026 - Present · 4 mos
A.G.P. / Alliance Global Partners
June 2026 - Present · 4 mos
A.G.P. / Alliance Global PartnersBroker
June 2026 - Present · 4 mos
Previous Registrations
San Blas Securities LLCBroker
February 2025 - June 2026 · 1 yr 4 mos
San Blas Advisory, INC.
June 2023 - June 2026 · 3 yrs
Sb Advisory, LLC
May 2023 - June 2026 · 3 yrs 1 mo
Perigon Wealth Management, LLC
December 2021 - June 2023 · 1 yr 6 mos
Lakeview Capital Partners, LLC
November 2018 - January 2022 · 3 yrs 2 mos
Asset Preservation Advisors INC
May 2018 - January 2019 · 8 mos
Enverra Capital LLCBroker
October 2017 - September 2024 · 6 yrs 11 mos
Oppenheimer & CO. INC.
May 2012 - November 2015 · 3 yrs 6 mos
Oppenheimer & CO. INC.Broker
May 2012 - November 2015 · 3 yrs 6 mos
Barclays Capital INC.
April 2010 - May 2012 · 2 yrs 1 mo
Barclays Capital INC.Broker
April 2010 - May 2012 · 2 yrs 1 mo
Deutsche Bank Securities INC.
June 2008 - April 2010 · 1 yr 10 mos
Deutsche Bank Securities INC.Broker
June 2008 - April 2010 · 1 yr 10 mos
Bear, Stearns & CO. INC.
February 2003 - June 2008 · 5 yrs 4 mos
Bear, Stearns & CO. INC.Broker
May 2002 - June 2008 · 6 yrs 1 mo
Raymond James & Associates, INC.Broker
March 1997 - May 2002 · 5 yrs 2 mos
The Robinson-Humphrey Company INC.Broker
December 1993 - April 1997 · 3 yrs 4 mos
State Registrations8 states
FLGAILNCNJPASCTX
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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