Ted Lellos Joins A.G.P. as New Managing Director of Investments

Advisor - People | May 08, 2025 | A.G.P./Alliance Global Partners

A.G.P. / Alliance Global Partners has appointed Ted Lellos as the Managing Director of Investments. Lellos, an industry expert with over 35 years of experience, previously spent 13 years at an investment boutique. Known for his advisory-centric approach, he uses technical and fundamental analysis to shape customized investment portfolios for his clients, backed by Series 7, 63, 65, and 24 licenses. A.G.P.'s CEO and Executive Chairman, Phil Michals, emphasizes the firm's intent to deliver solution-based advisory services under Lellos's leadership. National Sales Manager Eric Steingruebner highlights Lellos’s role in bolstering the firm’s advisory capabilities while expanding its advisor base using A.G.P.'s flexible platform and technology options. A.G.P., a firm registered with FINRA and the SEC since 1980, provides wealth management, institutional services, and investment banking with a focus on personalized client relationships and international service capabilities.

Sectors

  • Investment Advisory
  • Wealth Management

Geography

  • United States – A.G.P. / Alliance Global Partners is a U.S.-based investment and advisory firm operating within the regulatory framework of FINRA and the SEC.

Industry

  • Investment Advisory – The main focus of the article is on investment advisory services, highlighting the new appointment within A.G.P. and emphasizing their focus on client-centered financial advice.
  • Wealth Management – A.G.P. is involved in wealth management, and the appointment of Ted Lellos as Managing Director will enhance their capabilities in this sector.

Financials

    Participants

    NameRoleTypeDescription
    A.G.P. / Alliance Global PartnersCompanyCompanyRegional investment and advisory firm specializing in wealth management and middle-market institutional services.
    Ted LellosManaging Director of InvestmentsPersonNewly appointed Managing Director of Investments at A.G.P., with over 35 years of experience in the investment industry.
    Phil MichalsCEO/Executive ChairmanPersonCEO and Executive Chairman of A.G.P., commenting on the firm's focus on solution-based advisory services.
    Eric SteingruebnerNational Sales ManagerPersonNational Sales Manager at A.G.P., emphasizing the firm's growth and support for Ted Lellos’s advisory services.