EP
EP

Elias Pritsoulis

29 Years of Experience
New York, NY
Broker

Elias Pritsoulis is a registered investment advisor at A.G.P / Alliance Global Partners, based in New York, NY, with 29 years of industry experience. Elias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
128 advisors
Number of Clients
6,959 clients
Average Client Portfolio
$331K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$10K

A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.

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Location

590 Madison Avenue, 28th Floor, New York, NY, 10022

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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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Employment History
Current Registrations
A.G.P / Alliance Global Partners
June 2020 - Present · 5 yrs 11 mos
A.G.P. / Alliance Global PartnersBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Aegis Capital CORP.Broker
November 2013 - April 2020 · 6 yrs 5 mos
Petersen Investments, INC.Broker
September 2004 - November 2013 · 9 yrs 2 mos
Dillon Scott Securities, INC.Broker
July 2002 - September 2004 · 2 yrs 2 mos
First Union Securities Financial Network, INC.Broker
January 2001 - July 2001 · 6 mos
Josephthal & CO., INC.Broker
August 1998 - December 2000 · 2 yrs 4 mos
H.J. Meyers & CO., INC.Broker
July 1996 - September 1998 · 2 yrs 2 mos
Americorp Securities, INC.Broker
November 1995 - August 1996 · 9 mos
The Boston GroupBroker
June 1995 - October 1995 · 4 mos
Oppenheimer & CO., INC.Broker
January 1995 - June 1995 · 5 mos
South Richmond Securities, INC.Broker
December 1994 - December 1994 · 0 mos
State Registrations19 states
AZCACOCTFLGAIDILMAMNNCNJNYOHPATXVAWAWV
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.