Michael P. Egan

AMERICAN VETERANS GROUP, PBC

Melville, NY 11747

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CRD#: 2846082

Professional summary

Michael Patrick Egan, who also goes by Michael P Egan, Mike Egan, is a registered financial professional currently at AMERICAN VETERANS GROUP, PBC located in Melville, New York.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1997. Michael has worked at 9 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Michael P Egan | Mike Egan

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Patrick Egan'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

June 5, 2025 - Present

AMERICAN VETERANS GROUP, PBC

Office #1: 324 S. Service Road Suite 107, Melville, NY 11747

CRD#: 291933

Melville, NY

Past

July 6, 2022 - March 7, 2025

ODEON CAPITAL GROUP LLC

CRD#: 148493

NEW YORK, NY

Past

February 8, 2017 - July 2, 2021

BAY CREST PARTNERS, LLC

CRD#: 39944

NY, NY

Past

November 18, 2015 - February 9, 2017

INTL FCSTONE CREDIT TRADING LLC

CRD#: 41025

NEW YORK, NY

Past

November 1, 2010 - November 24, 2015

IMPERIAL CAPITAL, LLC

CRD#: 43744

NEW YORK, NY

Past

February 2, 2001 - September 30, 2010

JEFFERIES LLC

CRD#: 2347

NEW YORK, NY

Past

May 26, 1999 - May 19, 2000

APEX CLEARING CORPORATION

CRD#: 13071

DALLAS, TX

Past

July 30, 1998 - May 4, 1999

REPUBLIC NEW YORK SECURITIES CORPORATION

CRD#: 29659

NEW YORK, NY

Past

February 7, 1997 - June 10, 1998

M.S. FARRELL & COMPANY, INC.

CRD#: 24232

SYOSSET, NY

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(6/8/2025)

Exams

State Security Law Exam

Series 63

Date: 2/21/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 2/6/2024

Operations Professional Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 10/11/2004

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 2/6/1997

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMERICAN VETERANS GROUP, PBC

CRD#: 291933 / SEC#: , 8-70063

Broker-Dealer Firm Regulated by FINRA (Long Island district office)

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Contact information

Main Address

324 S. Service Road Suite 107, Melville, NY 11747

Mailing Address

324 S. Service Road Suite 107, Melville, NY 11747

Phone number

(646) 933-8387

Established

Delaware since 10/20/2017

Firm type

Corporation

Fiscal year end

September

Firm Size

Small

# of Employees

FINRA licenses (13 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
BILES, WILLIAM B	CHAIRMAN / CEO	6509954
AMERICAN VETS GROUP FOUNDATION, INC.	SHAREHOLDER
FRAZIER, WILLIAM HENRY	PARTNER	1031058
KURTZER, JARED MICHAEL	MANAGING PARTNER	2726672
CARROLL, PAUL COURTNEY	CHIEF COMPLIANCE OFFICER	4655374
NIXON, JON ALAN	FINOP

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

Michael P. Egan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Patrick Egan's CRS (Customer Relationship Summary).

Certified licenses

Experience

ODEON CAPITAL GROUP LLC

BAY CREST PARTNERS, LLC

INTL FCSTONE CREDIT TRADING LLC

IMPERIAL CAPITAL, LLC

JEFFERIES LLC

APEX CLEARING CORPORATION

REPUBLIC NEW YORK SECURITIES CORPORATION

M.S. FARRELL & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/21/1997

Series 99TO

Date: 2/6/2024

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 10/11/2004

Series 7

Date: 2/6/1997

FINRA

Current Firm

AMERICAN VETERANS GROUP, PBC

Contact information

FINRA licenses (13 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

AMERICAN VETERANS GROUP, PBC

TRUST BUT VERIFY

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