← Tributary

A.G. MORGAN FINANCIAL ADVISORS, LLC

MASSAPEQUA, NY · CRD 173292 · IAPD ↗ · agmorgan.net · 516-798-1100

$174.6MRegulatory AUM
3Advisory reps
3Employees
387Clients
251-500Planning clients
0Private funds
1States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — A.G. MORGAN FINANCIAL ADVISORS, LLC shrank from 8 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.