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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
GA RA APPROVED 2026-07-10
SC RA APPROVED 2026-07-07
IL RA APPROVED 2026-07-02
NC RA APPROVED 2026-07-02
FL RA APPROVED 2026-07-01
NJ RA APPROVED 2026-06-30
TX RA APPROVED_RES 2026-06-29
  • GA RA
    APPROVED
    Since 2026-07-10
  • SC RA
    APPROVED
    Since 2026-07-07
  • IL RA
    APPROVED
    Since 2026-07-02
  • NC RA
    APPROVED
    Since 2026-07-02
  • FL RA
    APPROVED
    Since 2026-07-01
  • NJ RA
    APPROVED
    Since 2026-06-30
  • TX RA
    APPROVED_RES
    Since 2026-06-29

Branch Locations

Winter Park, FL • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Asset Preservation Advisors, Inc. Atlanta GA 11/2015 12/2018
Enverra Capital Llc Washington DC 10/2017 Present
Lakeview Capital Partners, Llc Atlanta GA 10/2018 12/2021
Perigon Wealth Management, Llc Smyrna GA 12/2021 05/2023
Gerson Lehrman Group New York NY 06/2016 Present
Enverra Partners Llc Washington DC 10/2017 Present
San Blas Securities, Llc Atlanta GA 05/2023 06/2026
San Blas Advisory, Llc Atlanta GA 05/2023 06/2026
Es Advisory Group Atlanta GA 05/2023 06/2026
Alliance Global Partners New York NY 06/2026 Present
  • 11/2015 → 12/2018
    Asset Preservation Advisors, Inc.
    Atlanta, GA
  • 10/2017 → Present
    Enverra Capital Llc
    Washington, DC
  • 10/2018 → 12/2021
    Lakeview Capital Partners, Llc
    Atlanta, GA
  • 12/2021 → 05/2023
    Smyrna, GA
  • 06/2016 → Present
    Gerson Lehrman Group
    New York, NY
  • 10/2017 → Present
    Enverra Partners Llc
    Washington, DC
  • 05/2023 → 06/2026
    San Blas Securities, Llc
    Atlanta, GA
  • 05/2023 → 06/2026
    San Blas Advisory, Llc
    Atlanta, GA
  • 05/2023 → 06/2026
    Es Advisory Group
    Atlanta, GA
  • 06/2026 → Present
    Alliance Global Partners
    New York, NY
Previous Registrations
Other Businesses

Mr. Colavito consults with Enverra Partners, which is not investment-related. Address: 2101 L Street NW, Suite 300 | Washington, DC 20037. Start: 10/2017. Approximate number of hours: 10/month, 10 during trading hours. Duties: Consulting. Mr. Colavito is a council member at Gerson Lehrman Group, which is not investment-related. Address: 60 East 42nd Street, 3rd Floor, New York, NY. 10165. Nature: Consulting Services. Start: 6/2016. Approximate number of hours: 4/month, 0 during trading hours. Duties: Consulting. The Vito Report Mr. Colavito writes a blog on Substack that is economic-related commentary. In some cases, he is compensated, but he does not require readers to subscribe in order to receive the weekly newsletter. This is normally done on the weekends and takes 2-3 hours per week. Zofingen Private Wealth Mr. Colavito operates his advisory business under the DBA Zofingen Private Wealth. This is operated under the form of an LLC and owned by Perigon Investment Holdings, LLC. Mr. Colavito spends over 40 hours per week on his advisory and wealth management business for clients. Clients' assets are custodied at Charles Schwab, Inc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-12-13
S63 Uniform Securities Agent State Law Examination 1993-12-08
  • S65 Uniform Investment Adviser Law Examination
    1993-12-13
  • S63 Uniform Securities Agent State Law Examination
    1993-12-08
Other Names
  • Stephen Alan Colavito

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