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Alexander Vlad Yelensky

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
123 advisors
Number of Clients
5,849 clients
Average Client Portfolio
$289K average
Assets Under Management
$1.7B

Fee Structure

A.G.P. charges fees based on a percentage of assets under management, which are negotiable and range up to 3%. These fees are payable quarterly in advance. Financial planning services are charged on an hourly basis. A.G.P. also sponsors a Wrap Fee Program with fees ranging up to 2%.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

88 Post Road West, 2nd Floor, Westport, CT, 06880

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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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Other Business Activities

Alexander owns K Capital Markets LLC-CT for tax purposes, Cafe Oolala (a cafe), KKS Corp DBA Live Better Home Care, and is a referee for USA Water Polo. He also works as a trader for A.G.P. Canada, dedicating minimal time to this role.

Employment History
Current Registrations
A.G.P / Alliance Global Partners
May 2019 - Present · 6 yrs 8 mos
A.G.P. / Alliance Global Partners Broker
May 2019 - Present · 6 yrs 8 mos
Previous Registrations
Aegis Capital CORP.
March 2010 - May 2019 · 9 yrs 2 mos
Aegis Capital CORP. Broker
March 2010 - May 2019 · 9 yrs 2 mos
Gunnallen Financial, INC
November 2006 - March 2010 · 3 yrs 4 mos
Gunnallen Financial, INCBroker
March 2004 - March 2010 · 6 yrs
First Montauk Securities CORP.Broker
November 2001 - February 2004 · 2 yrs 3 mos
Kirlin Securities INC.Broker
September 1999 - December 2001 · 2 yrs 3 mos
Josephthal & Co., INC.Broker
February 1996 - October 1999 · 3 yrs 8 mos
Gruntal & CO. IncorporatedBroker
February 1995 - February 1996 · 1 yr
South Richmond Securities, INC.Broker
August 1992 - June 1993 · 10 mos
First American Biltmore Securities, INC.Broker
August 1992 - August 1992 · 0 mos
State Registrations8 states
CACTFLMDNJNMNYWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.