Best Investors
Account
Sign in
Best Investors
Account
Sign in
Bcg Securities, Inc. CRD 70
$894M regulatory AUM 2,100 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-09 |
| GA | RA | APPROVED | 2024-07-24 |
| NY | RA | APPROVED | 2023-07-25 |
| DE | RA | APPROVED | 2023-02-07 |
| FL | RA | APPROVED | 2022-07-14 |
| NJ | RA | APPROVED | 2019-05-23 |
| PA | RA | APPROVED | 2019-05-22 |
Branch Locations
51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Financial Advisors | Pittsburgh | PA | 05/2015 | 05/2017 |
| Mcmahon Financial Advisors, Llc | Pittsburgh | PA | 05/2017 | 03/2018 |
| University Of Pittsburgh | Pittburgh | PA | 08/2013 | 05/2017 |
| Mcmahon Financial Advisors, Llc | Pittsburgh | PA | 04/2018 | 03/2019 |
| Bcg Securities, Inc. | Cherry Hill | NJ | 05/2019 | Present |
| Horace Mann Companies | Springfield | IL | 05/2019 | Present |
| Bcg Securities, Inc. | Cherry Hill | NJ | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-28 |
Reach out to this advisor