A.G. MORGAN FINANCIAL, LLC
CRD #134075 SEC #801-63957 MASSAPEQUA, NY 516-798-1100
SEC Registered
Total AUM
$88.6M
Discretionary
$36M
Employees
10
Clients
101
Accounts
1,089
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GIARDINA, STEPHANIE, KAREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GIARDINA, STEPHANIE, KAREN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAMARDA, VINCENT, JEROME | I | CHAIRMAN/CEO/CCO | E | Control |
| CAMARDA, VINCENT, JEROME | I | CHAIRMAN/CEO | E | Control |
| CAMARDA, VINCENT, JEROME | I | CHAIRMAN/CEO | E | Control |
| CAMARDA, VINCENT, JEROME | I | CHAIRMAN/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 3, 2009 REGISTERED
Notice Filings (9)
CO CT DE FL MA NJ NV NY PA
Address
5260 MERRICK ROADMASSAPEQUA, NY 11758
United States
Phone: 516-798-1100