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 is owned by an individual and became SEC-registered in 2025. FINTRX data indicate BSG Securities is not a capital allocator and does not position itself as an advisory firm: it is not listed as a multi-state adviser, pension consultant, or related adviser, and it is not identified as an active ESG investor. The public snapshot does not include details on fee schedules, advisory activities, or specific client segments, which suggests the firm's primary role is intermediary placement and capital markets work rather than discretionary portfolio management.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Adam Gardner

    Adam Gardner

    Senior Vice PresidentCRD 6702488

  • Jon Burke

    Jon Burke

    Managing PartnerCRD 35788

  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

Unlock 6 more contacts

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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