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CFP

Vincent Jerome Camarda

A.G. Morgan Financial Advisors, LLC
31 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance Planning
A.G. Morgan Financial Advisors, LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
387 clients
Average Client Portfolio
$451K average
Assets Under Management
$174.6M

Fee Structure

Minimum Investment:$25K

Location

5260 Merrick Road, Massapequa, NY, 11758

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History

Regulatory History (23)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2025
Final
Regulatory
October 2025
Final
Regulatory
October 2025
Final
Customer Dispute
July 2025
Pending
Customer Dispute
June 2025
Pending
Customer Dispute
January 2025
Pending
Customer Dispute
December 2024
Pending
Customer Dispute
November 2024
Pending
Customer Dispute
September 2024
Pending
Customer Dispute
June 2024
Pending
Customer Dispute
June 2024
Pending
Customer Dispute
June 2024
Pending
Customer Dispute
June 2024
Award / Judgment
Customer Dispute
May 2024
Pending
Customer Dispute
May 2024
Award / Judgment
Customer Dispute
May 2024
Pending
Customer Dispute
April 2024
Award / Judgment
Employment Separation After Allegations
June 2022
Civil
June 2022
Pending
Customer Dispute
April 2007
Closed-No Action
Customer Dispute
June 2004
Settled
Customer Dispute
June 2004
Settled
Customer Dispute
March 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Vincent is heavily involved in managing several private placement offerings and funds, dedicating minimal time to each, except for Omni Diversified Fund, LLC and AGM Capital Fund II, LLC, where he spends a few hours per week. He also owns AG Morgan Holding, LLC (real estate rental) and AG Morgan Financial Advisors, LLC (RIA), spending nearly full-time on the latter, and minimal time on non-variable insurance sales.

Employment History
Current Registrations
A.G. Morgan Financial Advisors, LLC
December 2020 - Present · 5 yrs 2 mos
Previous Registrations
Ibn Financial Services, INC.Broker
March 2021 - June 2022 · 1 yr 3 mos
Traderfield Securities INC.Broker
January 2019 - September 2020 · 1 yr 8 mos
A.G. Morgan Financial Advisors, LLC
June 2016 - December 2017 · 1 yr 6 mos
American Portfolios Advisors, INC
May 2014 - January 2019 · 4 yrs 8 mos
American Portfolios Financial Services, INC.Broker
April 2014 - December 2018 · 4 yrs 8 mos
LPL Financial LLC
October 2009 - January 2019 · 9 yrs 3 mos
LPL Financial LLCBroker
October 2009 - April 2014 · 4 yrs 6 mos
A.G. Morgan Financial, LLC
August 2008 - January 2019 · 10 yrs 5 mos
Sagepoint Financial, INC.Broker
October 2005 - October 2009 · 4 yrs
Sunamerica Securities, INC.Broker
January 2005 - October 2005 · 9 mos
American Express Financial Advisors INC.Broker
April 1994 - January 2005 · 10 yrs 9 mos
Ids Life Insurance CompanyBroker
April 1994 - January 2005 · 10 yrs 9 mos
State Registrations4 states
CACTNJNY
Advisor
Exams
No exam information available for this advisor.