A.g. Morgan Financial Advisors, LLC

A.g. Morgan Financial Advisors, LLC (CRD# 173292) is a financial advisory firm headquartered in Massapequa, NY. They manage $141,203,739 in 1,372 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    1,372
    ACCOUNTS
  • Average Account Value
    $102,918
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, NJ, NY

Financial Advisors at A.g. Morgan Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Vincent J. Camarda
CRD#: 2463703
5260 Merrick Road, Massapequa, NY 11758
96
Wealthminder
score

Vincent Camarda (CRD# 2463703) is an Investment Advisor Representative working at A.g. Morgan Financial Advisors, LLC in Massapequa, NY and has over 22 years of experience in the finance industry. Vincent Camarda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James E. McArthur
CRD#: 2797856
5260 Merrick Road, Massapequa, NY 11758
93
Wealthminder
score

James McArthur (CRD# 2797856) is an Investment Advisor Representative working at A.g. Morgan Financial Advisors, LLC in Massapequa, NY and has over 20 years of experience in the finance industry.

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