Vincent
Camarda
A.G. Morgan Financial Advisors, LLC
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About this Advisor
Vincent Camarda is a certified financial planner working in Massapequa, New York with a total of 3 years of industry experience. Camarda is on the advisory team at A.G. Morgan Financial Advisors, LLC. During their career, the advisor has held roles at Lpl Financial LLC, American Portfolios Financial Services, Inc, A.G. Morgan Financial Advisors, LLC, Ibn Financial Services, Inc and Traderfield Securities Inc. Camarda holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can work in California, Connecticut, New Jersey and New York. A.G. Morgan Financial Advisors, LLC is a business based in Massapequa, NY. The investment advisory business has a total of nine advisors. It has $217 million in assets under management among its 1,908 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,908 client accounts, just 12% are associated with high-net-worth clients who have greater than $1 million in assets. A.G. Morgan Financial Advisors, LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees vary depending on which services are offered. Fee types billed by A.G. Morgan Financial Advisors, LLC likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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A.G. Morgan Financial Advisors, LLC Brokerage Details
$217,255,794
9
1,908
$113,866
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Vincent Camarda Work History
Vincent has been registered as a financial advisor for 3 years.*
Ibn Financial Services, Inc
Traderfield Securities Inc
A.G. Morgan Financial Advisors, LLC
American Portfolios Financial Services, Inc
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vincent Camarda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at A.G. Morgan Financial Advisors, LLC
Massapequa, NY
Massapequa, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
