Unclaimed Profile

Deepa Gibbons

A.G. MORGAN FINANCIAL ADVISORS, LLC·MASSAPEQUA, New York

SIE, Series 6, Series 7, Series 63, Series 65, Series 79TOClean record17 years registeredA.G. MORGAN FINANCIAL ADVISORS, LLC

5260 MERRICK ROAD, MASSAPEQUA, NY 11758CRD# 3037297Firm CRD# 173292

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Deepa Gibbons · MASSAPEQUA, NY

Registration

CRD #3037297 · A.G. MORGAN FINANCIAL ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

CONTINUUM ADVISORY, LLC

Apr 2026 – present

OSAIC WEALTH, INC.

Sep 2022 – present

FSC SECURITIES CORPORATION

Sep 2022 – Nov 2023

ATLANTA, GA

SAGEPOINT FINANCIAL, INC.

Sep 2022 – Sep 2023

PHOENIX, AZ

TRANSAMERICA FINANCIAL ADVISORS, INC.

Feb 2022 – Sep 2022

JOHNS CREEK, GA

A.G. MORGAN FINANCIAL ADVISORS, LLC

Jan 2021 – Feb 2022

MASSAPEQUA, NY

HSBC SECURITIES (USA) INC.

Feb 2016 – Aug 2019

NEW YORK, NY

AMERICAN PORTFOLIOS ADVISORS, INC

Jan 2013 – Apr 2014

HOLBROOK, NY

AMERICAN PORTFOLIOS ADVISORS, INC

Mar 2009 – Dec 2011

HOLBROOK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Series 79TO

Registration record

First registered · March 30, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

A.G. MORGAN FINANCIAL ADVISORS, LLC

CRD 173292 · SEC 801-80731

AUM

$175M

Regulatory assets under management

Employees

1,687 client accounts

Services offered by A.G. MORGAN FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at A.G. MORGAN FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Deepa Gibbons offer?

Deepa Gibbons specializes in Financial Planning, Investment Management. Contact their office in MASSAPEQUA, New York for a consultation.

What are Deepa Gibbons's credentials?

Deepa Gibbons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deepa Gibbons located?

Deepa Gibbons is based in MASSAPEQUA, New York, working with A.G. MORGAN FINANCIAL ADVISORS, LLC. Their office serves clients in the MASSAPEQUA metropolitan area and surrounding communities.

How does Deepa Gibbons charge for services?

Deepa Gibbons's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is A.G. MORGAN FINANCIAL ADVISORS, LLC?

A.G. MORGAN FINANCIAL ADVISORS, LLC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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