BSG Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
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 operates as an investment bank and placement agent. The firm's classification indicates a focus on intermediary services—sourcing investors, structuring and marketing private placements, and supporting capital-raising efforts for issuers and managers rather than acting as a portfolio manager or allocator. The entity is individually owned and does not serve as a capital allocator. Public disclosures indicate it is not positioned as an ESG-focused investor, nor is it set up as a multi-state or newly formed registered investment adviser. There is limited public information about its client roster, fee arrangements, or advisory activities.

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 10
  • Deborah Agerton

    FinOpCRD 4460597

  • Jon Burke

    Jon Burke

    Managing PartnerCRD 35788

  • William Stokes

    Registered RepresentativeCRD 2894521

Unlock 7 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth