BCG SECURITIES, INC.
Adviser information for BCG SECURITIES, INC. last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 55 |
|---|---|
| Investment Advisory/Research | 30 |
| Registered Broker-Dealer Representatives | 35 |
| Registered State Investment Advisers | 30 |
| Licensed Agents of an Insurance Company | 35 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 1,800 | $685.8M |
| Total | 1,800 | $685.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,800 | $345.9M |
| HNW Individuals | 114 | $226.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 46 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 67 | $113.6M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1800 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesCommissions |
| Other Business Activities | Broker-dealerRegistered representative of a broker-dealerInsurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 547.6M |
| Portfolio Manager | 517.6M |
| Both for Same | 517.6M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| PERSHING TOTAL CHOICE | BCG SECURITIES, INC. |
Principal Office
51 HADDONFIELD ROADSUITE 210
CHERRY HILL
NJ
United States
Monday - Friday, 8:00AM-4:30PM
Tel: 856-393-1950, Fax: 856-824-1475
Chief Compliance Officer
ADAM PAGLIONE
PRESIDENT
51 HADDONFIELD ROAD
SUITE 210
CHERRY HILL
NJ
United States
Tel:
856-393-1950
Fax:
856-824-1475
A********@****************M
(Full email address available in API data)
Industry Affiliates
| BCG SECURITIES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersInsurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PAGLIONE, ADAM JUSTIN | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 09/2007 | < 5% |
| HORACE MANN EDUCATORS CORP. | Domestic Entity | – | OWNER | 01/2019 | > 75% |
| WECKENBROCK, MICHAEL BRANDON | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2019 | < 5% |
| ADAMS, BEAU CHRISTIAN | Individual | – | VICE PRESIDENT | 01/2019 | < 5% |
| MICHAEL, LINEA KATE | Individual | – | SECRETARY | 01/2019 | < 5% |
| GAYLE, TROY MARSHALL | Individual | – | TREASURER | 07/2020 | < 5% |
| GREENIER, RYAN EDWARD | Individual | – | SENIOR VICE PRESIDENT, FINANCE | 07/2020 | < 5% |
| JOHNSON, KIMBERLY ANN | Individual | – | CHIEF FINANCIAL OPERATIONS OFFICER | 06/2021 | < 5% |
| TSAI, PHYLLIS | Individual | – | FINOP | 07/2023 | < 5% |