Unclaimed Profile

Vincent Jerome Camarda

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

SIE, Series 7, Series 24, Series 63, Series 66CFP18 years registeredA.G. MORGAN FINANCIAL ADVISORS, LLC

5260 MERRICK ROAD, MASSAPEQUA, NY 11758CRD# 2463703Firm CRD# 173292

Profile Verification

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

Identity

Vincent Jerome Camarda · MASSAPEQUA, NY

Registration

CRD #2463703 · A.G. MORGAN FINANCIAL ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: A.G. MORGAN FINANCIAL ADVISORS, LLC

A.G. MORGAN FINANCIAL ADVISORS, LLC

Dec 2020 – Dec 2025

MASSAPEQUA, NY

A.G. MORGAN FINANCIAL ADVISORS, LLC

Jun 2016 – Dec 2017

MASSAPEQUA, NY

AMERICAN PORTFOLIOS ADVISORS, INC

May 2014 – Jan 2019

HOLBROOK, NY

LPL FINANCIAL LLC

Oct 2009 – Jan 2019

MASSAPEQUA, NY

A.G. MORGAN FINANCIAL, LLC

Aug 2008 – Jan 2019

MASSAPEQUA, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · August 5, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

2026Civil·Pending

2026Customer Dispute·Pending

2026Regulatory·Final

2025Customer Dispute·Award / Judgment

2025Customer Dispute·Pending

2025Regulatory·Final

2024Customer Dispute·Award / Judgment

2024Customer Dispute·Pending

2022Civil·Pending

2022Employment Separation After Allegations

2007Customer Dispute·Closed-No Action

2004Customer Dispute·Settled

2003Customer Dispute·Denied

43 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Vincent Jerome Camarda offer?

Vincent Jerome Camarda specializes in Financial Planning, Investment Management.

What are Vincent Jerome Camarda's credentials?

Vincent Jerome Camarda holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Vincent Jerome Camarda located?

Vincent Jerome Camarda is based in MASSAPEQUA, New York, last registered with A.G. MORGAN FINANCIAL ADVISORS, LLC.

How does Vincent Jerome Camarda charge for services?

Vincent Jerome Camarda'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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