Vincent J. Camarda

A.G. MORGAN FINANCIAL ADVISORS

MASSAPEQUA, NY 11758

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CRD#: 2463703

Professional summary

Vincent Jerome Camarda was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Vincent Jerome Camarda is a registered financial advisor currently at A.G. MORGAN FINANCIAL ADVISORS, LLC located in Massapequa, New York.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Vincent has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Omni Diversified Fund, LLC. Private Placement Offering. 90% owner. 8 Hours devoted per month, 2 hours during market hours. (2) Omni Diversified Fund Manager, LLC. Private Placement managing company. 90% owner. 2 Hours devoted per month, 0 hours during market hours. (3)Windsor Capital Fund, LLC and Windsor Capital Fund Manager. Private Placement managing company. 90% owner. 2 Hours devoted per month, 0 hours during market hours. (4) Windsor Capital Fund II, LLC and Windsor Capital Fund II manager. Private Placement managing company. 90% owner. 2 Hours devoted per month, 0 hours during market hours. (5) Omni Diversified Fund II, LLC and Omni Diversified Fund II Manager. Private Placement managing company. 90% owner. 2 Hours devoted per month, 0 hours during market hours. (6) Omni Diversified Fund III and Omni Diversified Fund III Manager. Private Placement managing company. 90% owner. 2 Hours devoted per month, 0 hours during market hours. (7) Wilshire Capital Fund, LLC and Wilshire Capital Fund Manager, LLC - Private Placement managing company. 90% owner. 2 Hours devoted per month, 0 hours during market hours. (1) AGM Capital Fund II, LLC. Private Placement Offering. 90% owner. 8 Hours devoted per month, 2 hours during market hours. (2) AGM Capital Fund Manager II, LLC. Private Placement managing company. 90% owner. 2 Hours devoted per month, 0 hours during market hours. (1) 11/11/2013 - AG MORGAN HOLDING, LLC - REAL ESTATE RENTAL - OWN A BUILDING. I USE THE FIRST FLOOR AND RENT A PORTION OF THE SECOND FLOOR. 5260 MERRICK RD., MASSAPEQUA, NY 11758 - 1% OF TIME SPENT (2) AG MORGAN FINANCIAL ADVISORS, LLC. RIA, SECURITIES RELATED. START DATE 1/5/2015. 100% OWNERSHIP. 200 HOURS DEVOTED PER MONTH, 160 HOURS DURING MARKET HOURS. A.G. Morgan Financial Advisors, LLC - Non-Variable Insurance - the sale of servicing of fixed annuity and fixed insurance products. 5% of the time spent. AGM Capital Fund I, LLC Private Placement Offering. 8 hours devoted per month. 2 hours during market hours. AGM Capital Fund Manager, LLC Private Placement managing company. 1 hour devoted per month, 0 hours during market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Jerome Camarda's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 7, 2020 - Present

A.G. MORGAN FINANCIAL ADVISORS, LLC

Office #1: 5260 Merrick Road, Massapequa, NY 11758

RIA

CRD#: 173292

MASSAPEQUA, NY

Past

March 31, 2021 - June 17, 2022

IBN FINANCIAL SERVICES, INC.

CRD#: 42360

Massapequa, NY

Past

January 9, 2019 - September 25, 2020

MOMENTIX CAPITAL, INC.

CRD#: 20130

Massapequa, NY

Past

June 23, 2016 - December 31, 2017

A.G. MORGAN FINANCIAL ADVISORS, LLC

RIA

CRD#: 173292

MASSAPEQUA, NY

Past

May 2, 2014 - January 11, 2019

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

April 22, 2014 - December 31, 2018

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

Massapequa, NY

Past

October 30, 2009 - January 11, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

MASSAPEQUA, NY

Past

October 16, 2009 - April 28, 2014

LPL FINANCIAL LLC

CRD#: 6413

MASSAPEQUA, NY

Past

August 5, 2008 - January 11, 2019

A.G. MORGAN FINANCIAL, LLC

RIA

CRD#: 134075

MASSAPEQUA, NY

Past

October 31, 2005 - October 16, 2009

OSAIC SERVICES, INC.

CRD#: 133763

MASSAPEQUA, NY

Past

January 7, 2005 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

April 20, 1994 - January 10, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 20, 1994 - January 10, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

A.G. MORGAN FINANCIAL ADVISORS, LLC

CRD#: 173292 / SEC#: 801-80731

RIA

Registered Investment Advisory firm - (1/5/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/7/2020)

IAR

Connecticut
(12/10/2020)

IAR

New Jersey
(6/4/2021)

IAR

New York
(2/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/4/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/22/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/19/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/30/2006

General Securities Principal Examination

Current Firm

A.G. MORGAN FINANCIAL ADVISORS, LLC

CRD#: 173292 / SEC#: 801-80731

RIA

Registered Investment Advisory firm - (1/5/2015 Approved)

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Contact information

Main Address

5260 Merrick Road, Massapequa, NY 11758

Mailing Address

Phone number

(516) 798-1100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AG MORGAN FINANCIAL ADVISORS FORM ADV BROCHURE (3/26/2024)

AG MORGAN WRAP FEE BROCHURE (3/26/2024)

Regulatory assets under management

Total Number of Accounts	1,687
AUM (Assets Under Management)	$ 174,564,291

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Vincent J. Camarda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Jerome Camarda's CRS (Customer Relationship Summary).

Certified licenses

Experience

IBN FINANCIAL SERVICES, INC.

MOMENTIX CAPITAL, INC.

A.G. MORGAN FINANCIAL ADVISORS, LLC

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

A.G. MORGAN FINANCIAL, LLC

OSAIC SERVICES, INC.

SUNAMERICA SECURITIES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

A.G. MORGAN FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/4/2005

Series 63

Date: 4/22/1994

SIE

Date: 10/1/2018

Series 7

Date: 4/19/1994

Series 24

Date: 5/30/2006

Current Firm

A.G. MORGAN FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

A.G. MORGAN FINANCIAL ADVISORS, LLC

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