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Steven Marc Muehlgay

A.G.P. / Alliance Global Partners

New York, NY

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Current Employers
A.G.P. / Alliance Global Partners

88 Post Road West 2Nd Floor, Westport, CT 06880 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-12-01
  • NY RA
    APPROVED
    Since 2023-12-01

Branch Locations

590 Madison Avenue 28Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. New York NY 04/2005 Present
Morgan Stanley Smith Barney New York NY 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 11/2023
Alliance Global Partners New York NY 11/2023 Present
  • 04/2005 → Present
    Citigroup Global Markets Inc.
    New York, NY
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    New York, NY
  • 01/2015 → 11/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 11/2023 → Present
    Alliance Global Partners
    New York, NY
Previous Registrations
Other Businesses

*434806 - Trust; Investment related - Yes; Lawrence, New York; 05/2021 During business hours: 1; After business hours: 3

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-19
S63 Uniform Securities Agent State Law Examination 1998-11-25
  • S65 Uniform Investment Adviser Law Examination
    1999-05-19
  • S63 Uniform Securities Agent State Law Examination
    1998-11-25
Other Names
  • Shimi Muehlgay

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
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