Eric Zoldan
Eric Zoldan is a CFP-designated registered investment advisor at A.G.P / Alliance Global Partners, based in New York, NY, with 28 years of industry experience. Eric 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
590 Madison Avenue, 28th Floor, New York, NY, 10022
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2017Other Business Activities
Eric uses E Zoldan LLC, established in 2006, solely as a vehicle for his 1099 status. This activity is investment-related.
Employment History
Current Registrations
A.G.P. / Alliance Global Partners
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
Calton & Associates, INC.Broker
Calton & Associates, INC.
Jhs Capital Advisors, LLC
Jhs Capital Advisors, LLCBroker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Raymond James Financial Services, INC.Broker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Smith Barney INC.Broker
State Registrations17 states
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.