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 $174,564,291 in 1,687 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
5260 Merrick Road, Massapequa, NY 11758
http://www.agmorgan.net
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    1,687
    ACCOUNTS
  • Average Account Value
    $103,476
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, NC, NH, NJ, NY, PA, TX

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

Vincent Camarda (CRD# 2463703) is an Investment Advisor Representative working at A.g. Morgan Financial Advisors, LLC in Massapequa, NY and has over 29 years of experience in the finance industry.

2
James McArthur, financial advisor Massapequa NY
James E. McArthur
CRD#: 2797856
5260 Merrick Road, Massapequa, NY 11758

James McArthur (CRD# 2797856) is an Investment Advisor Representative working at A.g. Morgan Financial Advisors, LLC in Massapequa, NY and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals