Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
36yrs
Marcus Berger
Financial advisor at A.G.p / Alliance Global Partners
Marcus Berger is a fiduciary financial advisor in Boca Raton, Florida, with 36 years in the industry. Marcus joined A.G.p / Alliance Global Partners in 2025, after a year at Osaic Wealth and eight years at American Portfolios Advisors. Marcus holds the ChFC designation.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 7% by experience in Florida
OfficeFountain Square 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431
How the firm is paid ?Percent of assets, Hourly, Other
Typical client at the firm ?$380,640
Advisors at the firm131
States licensed ?1 state
Services through A.G.p / Alliance Global Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowA.g.p. / Alliance Global PartnersCurrent firm
- Oct 2024 – Jun 2025Osaic Wealth, Inc.Previously
- 2016 – 2024American Portfolios Advisors, Inc.Previously
- 2008 – 2011Investors Capital Corp.Previously
Questions to ask Marcus
Tailored to Marcus’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Marcus
How do I contact Marcus?
Call A.G.p / Alliance Global Partners at 800-727-7922 and ask for Marcus Berger. Marcus works from the Boca Raton, FL office.
How long has Marcus been a financial advisor?
Marcus has been in the industry since 1990, about 36 years. Top 7% by experience in Florida.
What licenses does Marcus hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Marcus a fiduciary?
Marcus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marcus paid?
A.G.p / Alliance Global Partners reports being paid by a percentage of the assets they manage, hourly fees, other fees. Ask Marcus for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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