Stephanie Fagenson
Stephanie Fagenson is a registered investment advisor at A.G.P / Alliance Global Partners, based in New York, NY, with 26 years of industry experience. Stephanie 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
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Regulatory History (1)
Regulatory
July 2016Other Business Activities
Stephanie is a registered representative for Fagenson & Co, an operating and pass-through entity for her securities business. She spends minimal time on this activity.
Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
National Securities CorporationBroker
Fagenson & CO., INC.Broker
Goldman, Sachs & CO.Broker
State Registrations14 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.