Brad David Wexler

Employer firm

Bcg Securities, Inc. CRD 70

$894M regulatory AUM 2,100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → Present
  Tycor Benefit Administrators, Inc.
  Berwyn, PA
• 11/2004 → Present
  Tycor Asset Management Inc.
  Berwyn, PA
• 08/2019 → Present
  Bcg Securities, Inc
  Cherry Hill, NJ
• 04/2016 → 08/2017
  Kestra Financial Services, Inc.
  Austin, TX

Previous Registrations

• 2016-04-21 → 2017-08-25
  Kestra Advisory Services, Llc
  Berwyn, PA
• 2009-03-05 → 2016-09-22
  Kestra Investment Services, Llc
  Malvern, PA
  Wayne, PA
• 2004-11-05 → 2015-12-31
  Tycor Asset Management, Inc.
  Malvern, PA
  Berwyn, PA
• 2004-03-05 → 2004-05-10
  Envestnet Portfolio Solutions, Inc.
  Blue Ball, PA
• 1993-03-19 → 2004-03-04
  National Financial Advisors Inc
  Dresher, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-18
• S63 Uniform Securities Agent State Law Examination
  1991-05-22