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Forbes Giovanni E. Aggabao

YORKVILLE SECURITIES
MOUNTAINSIDE, NJ 07092
Some features on this profile are disabled
CRD#: 7907170
FA
Forbes Giovanni Esguerra AggabaoYORKVILLE SECURITIES

Professional summary

Forbes Giovanni Esguerra Aggabao, who also goes by Forbes Aggabao, is a registered financial professional currently at YORKVILLE SECURITIES, LLC located in Mountainside, New Jersey.

Forbes Giovanni is registered as a RR (Registered Representative) and started their career in finance in 2024. Forbes Giovanni has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

Aliases

Forbes Aggabao

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 Forbes Giovanni Esguerra Aggabao'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 10, 2026 - Present

YORKVILLE SECURITIES, LLC

Office #1: 1012 Springfield Ave, Mountainside, NJ 07092
BD
CRD#: 330480
MOUNTAINSIDE, NJ
Past

October 29, 2024 - December 8, 2025

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
Chicago , IL

State Registrations and Notice Filings

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

RR
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

RR
New Jersey
(6/10/2026)
RR
Texas
(6/10/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/23/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/28/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/1/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

YS
YORKVILLE SECURITIES, LLC
YORKVILLE SECURITIES, LLC

CRD#: 330480 / SEC#: , 8-71241

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
1012 Springfield Ave, Mountainside, NJ 07092
Mailing Address
1012 Springfield Ave, Mountainside, NJ 07092
Phone number
(201) 536-5110
Established
Delaware since 02/08/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
YORKVILLE BD HOLDINGS, LLCSOLE MEMBER
ANGELO, MARK ANTHONYCHAIRMAN OF BOARD OF MANAGERS2585969
BECKMAN, MATTHEW JACOBMEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING4139592
BOWMAN, TIMOTHY JOSEPHCHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND FINOP2247374
FRANKS, ORENCONTROLLER4902717
MARKUNAS, MICHAEL NMNGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER1832307
MCNICOLL, PATRICECO-CEO3199758
RILLO, TROY JAMESMEMBER OF BOARD OF MANAGERS; CO-CEO1726077
ROSSELLI, MICHAEL ALBERTMEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING7714774

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.

Company Information

YORKVILLE SECURITIES, LLC

CRD#: 330480Mountainside, NJ 07092

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