Christopher Michael Cohen

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

• 10/2015 → 09/2019
  Primerica Financial Services
  York, PA
• 01/2016 → 09/2019
  Pfs Investments Inc
  York, PA
• 09/2019 → 02/2025
  Citizens Securities, Inc.
  Voorhees, NJ
• 02/2025 → Present
  Bcg Securities, Inc.
  Cherry Hill, NJ
• 02/2025 → Present
  Horace Mann Companies
  Springfield, IL

Previous Registrations

• 2019-09-17 → 2025-02-11
  Citizens Securities, Inc.
  Voorhees, NJ
  Mt. Holly, NJ
  Medford, NJ
  Runnemade, NJ
  Conshohocken, PA
  Sicklerville, NJ
  Cherry Hill, NJ
  Runnemade, NJ
  Marlton, NJ
  Cherry Hill, NJ
  Haddon Heights, NJ
  Voorhees, NJ
  Mercerville, NJ
  Chambersburg, NJ
  Princeton, NJ
  Hamilton, NJ
  Camden, NJ
  Marlton, NJ
  Sicklerville, NJ
  Mt. Holly, NJ
  Voorhees, NJ
  Haddon Heights, NJ
  Marlton, NJ
  Marlton, NJ
  Medford, NJ
  Medford, NJ
  Lawrenceville, NJ
• 2018-03-19 → 2019-09-13
  Pfs Investments Inc.
  York, PA
  York, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-01
• S63 Uniform Securities Agent State Law Examination
  2016-02-01
• S66 Uniform Combined State Law Examination
  2003-01-10

Designations

• Certified Financial Planner

Other Names

• Chris Cohen