John Raho
John Raho is a registered investment advisor at A.G.P / Alliance Global Partners, based in New York, NY, with 12 years of industry experience. John 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
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
Location
590 Madison Avenue, 28th Floor, New York, NY, 10022
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Regulatory History (1)
Customer Dispute
March 2016Other Business Activities
John is a Private Wealth Manager and President of Sound Wealth Management, LLC since March 2022. This is a full-time position during securities trading hours.
Employment History
Current Registrations
A.G.P. / Alliance Global PartnersBroker
A.G.P / Alliance Global Partners
Previous Registrations
Spartan Capital Private Wealth Management LLC
Spartan Capital Securities, LLCBroker
Millennial Advisers, LLC.
Allied Millennial Partners, LLCBroker
David Lerner Associates, INC.Broker
State Registrations2 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.
Exams
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