Adviser and broker representative · A.g.p. / Alliance Global Partners
Ronald J. Holtz
CRD 2663773 · New York, NY
At a glance
Ronald J. Holtz is an investment adviser representative with A.g.p. / Alliance Global Partners in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ronald’s SEC record dates to 2002, about 24 years ago. Ronald is also registered as a broker representative.
Current advisory firm
- A.g.p. / Alliance Global PartnersSince November 2021New York, NY · $2.9B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ronald’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
- 10 firmsLocked
- 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.