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CRD#: 291933
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

AMERICAN VETERANS GROUP, PBC is located at 324 S. Service Road Suite 107, Melville, NY 11747 and was first established at Long Island, Delaware in 10/20/2017. After operating for 8 years, AMERICAN VETERANS GROUP, PBC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AMERICAN VETERANS GROUP, PBC’s clients are individuals and 0% of their clients are high net worth individuals. AMERICAN VETERANS GROUP, PBC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AMERICAN VETERANS GROUP, PBC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AMERICAN VETERANS GROUP, PBC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AMERICAN VETERANS GROUP, PBC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for AMERICAN VETERANS GROUP, PBC Comes From

Understanding the Statistics for AMERICAN VETERANS GROUP, PBC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
324 S. Service Road Suite 107, Melville, NY 11747
Mailing Address
324 S. Service Road Suite 107, Melville, NY 11747
Firm Size
Small
Phone Number
(646) 933-8387
Established
Delaware since 10/20/2017
Firm Type
Corporation
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BILES, WILLIAM BCHAIRMAN / CEO6509954
AMERICAN VETS GROUP FOUNDATION, INC.SHAREHOLDER
FRAZIER, WILLIAM HENRYPARTNER1031058
KURTZER, JARED MICHAELMANAGING PARTNER2726672
CARROLL, PAUL COURTNEYCHIEF COMPLIANCE OFFICER4655374
NIXON, JON ALANFINOP

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Advisor's working at AMERICAN VETERANS GROUP, PBC

JN

Jon Alan Nixon

Jon Nixon
IAR
RR
CRD#: 4710715
Location:
Bethpage, NY
Company:
JON A NIXON CPA PC
Disclosures:
Experience:
21 years
View Profile
LS

Ledice Sweeney

Ledice Bustos
RR
CRD#: 2268521
Location:
Melville, NY 11747
Company:
AMERICAN VETERANS GROUP, PBC
Disclosures:
Experience:
31 years
View Profile
TG

Thomas F Guinan

Thomas F Guinan Jr., Thomas F Guinan, Tom Guinan
RR
CRD#: 4251219
Location:
Melville, NY 11747
Company:
AMERICAN VETERANS GROUP, PBC
Disclosures:
Experience:
25 years
View Profile
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