BCG Securities, Inc.
Firm details
- Headquarters
- Cherry Hill, New Jersey
- CRD number
- 70
- Registered since
- November 4, 1999
- Website
- www.bcgsecurities.com
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- Individuals47.62%
- HNWI36.51%
- Other Investment Advisers15.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
BCG Securities, Inc. is a corporate insurance broker-dealer that also operates as a capital allocator and registered broker/insurance representative. The firm has been SEC-registered since 1999 and serves both individual/family clients and institutional customers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third-party advisers. Fee arrangements are mixed — percentage of AUM, fixed fees and commissions — reflecting the combination of advisory and broker-dealer/insurance activities. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds35%
- US Government Bonds5%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
3 of 3Holley Taylor
VP, Chief Compliance OfficerCRD 4171040
Sylvia King
Sales CoordinatorCRD 5229828
Troy Marshall Gayle
Chief Investment OfficerCRD 5925156
Contacts
3 of 45
Joseph Camporeale
Operations PrincipalCRD 6910156
Jeffrey Garlatti
National Sales DirectorCRD 5670941
D. G. (chip) Kensinger
Financial AdvisorCRD 1097494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cherry Hill, NJ
Camden
Location
Cherry Hill, NJ
Headquartered in Cherry Hill, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Camden
- Address
- 51 Haddonfield Rd
- Time zone
- ET (UTC-5)
- Office locations
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