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 a limited liability company that registered with the SEC in 2025 and is owned by an individual. The firm is classified as unclassified in the source data and does not report roles such as capital allocator, pension consultant, or related adviser. It is not identified as an active ESG investor, and it is not registered as a multi-state adviser. The dataset provides no description of the firm’s advisory activities, fee schedule, or client segments.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Adam Gardner

    Senior Vice PresidentCRD 6702488

  • JON BURKE

    Managing PartnerCRD 35788

  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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