Adviser and broker representative · A.G.p. / Alliance Global Partners

Patricia C. Van Pelt

CRD 6222886 · Holmdel, NJ

At a glance

Patricia C. Van Pelt is an investment adviser representative with A.G.p. / Alliance Global Partners in Holmdel, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patricia’s SEC record dates to 2022, about 3 years ago. Patricia is also registered as a broker representative.

Current advisory firm

A.G.p. / Alliance Global PartnersSince August 2023Holmdel, NJ · $2.9B in regulatory assets

SEC adviser record

Registered since: 2022 (3 years)
Designations: None on file
Exams: Series 66
Registered in: 7 states
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Patricia’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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