Simona Taurosevicius
Investment Adviser Representative at A.g.p / Alliance Global Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Simona Taurosevicius is an investment adviser representative with A.g.p / Alliance Global Partners in Palm Beach Gardens, FL, where they have been registered since 2025. They have worked in the securities industry since 2012 and have been registered with 5 firms, including GWN Securities Inc. and Maxim Financial Advisors LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
1 state or territory
Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Maxim Group LLCMar 2016 – Jun 2019New York, NY
- GWN Securities Inc.Jun 2019 – no end date reportedPalm Beach Gardens, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About A.g.p / Alliance Global Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Other
- Firm account minimum
- $10,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers financial and wealth planning, insurance solutions and planning, retirement planning, investment planning, business and organizational planning, and family planning services. Divisions include Private Wealth Management, Business Planning, and 401(k) Plan services. Their FUSE Wealth Management Formula combines investment consulting, advanced planning, and relationship management.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 131
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Westport, CT
- SEC file number:
- 801-70276
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at A.g.p / Alliance Global Partners
Showing 12 of 131 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Simona Taurosevicius has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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