A.G.p / Alliance Global Partners
47yrs
Top advisor by experience in Holmdel
5yrs
Daniel Bodnar
Financial advisor at A.G.p / Alliance Global Partners
Daniel Bodnar has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Holmdel, New Jersey. After four years at Edward Jones, Daniel joined A.G.p / Alliance Global Partners in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and hourly fees.
One of 135 advisors with offices in Holmdel, and one of 121 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office2137 Route 35 Suite 345, Holmdel, NJ 07733
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowA.G.P. / Alliance Global PartnersCurrent firm
- 2022 – 2025Edward JonesPreviously
Contact Daniel
(800) 727-7922Firm headquarters in Westport, CT. Ask for Daniel. 2137 Route 35 Suite 345Holmdel, NJ 07733Office · Get directions Firm websitewww.kscapital.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel
How do I contact Daniel?
Call A.G.p / Alliance Global Partners at (800) 727-7922 and ask for Daniel Bodnar. Daniel works from the Holmdel, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
A.G.p / Alliance Global Partners reports being paid by a percentage of the assets they manage, hourly fees, other fees. Ask Daniel 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.
Other advisors nearby
LPL Financial
41yrs
Top 1% by experience in Holmdel
LPL Financial
40yrs
Top 2% by experience in Holmdel
Empire Financial Management
39yrs
Top advisor by experience at Empire Financial Management
LPL Enterprise
39yrs
Top 4% by experience in Holmdel
LPL Financial
38yrs
Top 4% by experience in Holmdel