BSG Securities, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
333747
Registered since
May 23, 2025

Firm profile

FINTRX

Overview

BSG Securities, LLC is organized as a limited liability company and is classified as an investment bank and placement agent. The firm registered with the SEC in 2025 and is owned by an individual. The firm's registrant profile indicates it does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The classification as a placement agent suggests the firm's role is focused on capital-raising and transaction placement rather than discretionary asset management or in-house portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 9
  • Deborah Agerton

    FinOpCRD 4460597

  • Jon Burke

    Jon Burke

    Managing PartnerCRD 35788

  • William Stokes

    Registered RepresentativeCRD 2894521

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
1000 Parkwood Cir Se
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth