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BCG Securities, Inc.

BCG Securities, Inc.. CRD 70

BCG Securities, Inc. logo

CRD: 70

BCG Securities, Inc.

Cherry Hill, NJ, 08002
8563931950
www.bcgsecurities.com
$894.2M Total AUM
$0 Disc. AUM
18.9% 3Y CAGR
55 Employees
4,281 ADV. Clients
53 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Pershing
Clients
Retail and Institutional
Platforms
Momentum optimaInsight element
Established Date
06-21-1973
Office Locations
8

Office Locations

1001 North Bethlehem Pike Lower Gwynedd PA
120 E Uwchlan AVE STE 201 Exton PA
1901 South Main ST Suite 7 Blacksburg VA

About BCG Securities, Inc.

BCG Securities, Inc. (Cherry Hill, NJ) provides wealth management and financial planning for individuals and families, plus support for employer 401(k) plans. The firm blends big-firm resources with boutique-style service, building tailored retirement and legacy strategies and offering insurance planning. Investment solutions include ETFs, mutual funds, and fixed income. Notable for plan sponsors: a complimentary 401(k) benchmarking report for fiduciaries.

Team overview

48 AVG AGE
$27.1M AVG AUM / ADVISOR
$208.9K AVG AUM / CLIENT
7.3 yrs AVG TENURE
55 Employees
33 Advisory Reps
33 RIA Reps
53yrs Firm Age

Insights

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Asset Classes

Frontier Pioneer Vector delta Meridian Pathway

Client Personas

Alpha Alpha wave

Custodian

Timber atlas Optima Pioneer Matrix unison Value eagle Horizon Optima North Insight ridge

Investment Themes

Atlas vital Wave frontier Pathway glacier

Investment Vehicles

Fusion north Ember Atlas

Services

Timber Optima harbor Horizon pathway Insight Value Unison wave Focus Peak Matrix Frontier Prime Value

Technology

Vital North

Owner & Executives

JEFFREY GARLATTI

JEFFREY GARLATTI

NATIONAL SALES MANAGER

CRD
#5670941
Ownership
Less than 5%
(643) 553-6206
momentum.insight@insightcapital.com
in linkedin.com/in/vertex-catalyst
T

TROY MARSHALL GAYLE

Treasurer, Vice President

CRD
--
Ownership
Less than 5%
(489) 415-8970
signal.peak@meridiancapital.com
in linkedin.com/in/catalyst-alpha
P

Pathway capital

Radial prime

CRD
#30831
Ownership
12.1%
(242) 477-6046
bridge.horizon@meridiancapital.com
in linkedin.com/in/harbor-pioneer

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Contacts

NICHOLAS J ADORNETTO

NICHOLAS J ADORNETTO

President

CRD
#5083442
(791) 839-8925
element.meridian@beaconcapital.com
in linkedin.com/in/eagle-signal
D

DONALD Jack ANTONACIO

--

CRD
#7859697
(201) 533-9984
pioneer.vertex@fusioncapital.com
in linkedin.com/in/timber-foundation
F

Foundation value

Signal bridge prime

CRD
#69995
(209) 807-5829
eagle.matrix@fusioncapital.com
in linkedin.com/in/vital-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-18-2022
03-07-2023
12-11-2024
05-21-2025
05-11-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $894,217,482 $425,818
Total $894,217,482 $425,818

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Separately Managed Accounts

Total SMA Asset: $894,217,482

$894.2M Total SMA
Equity - Exchange:
9.2%
Public Funds:
10.8%
Cash:
20.8%
Corporate - Investment Grade:
15.7%
Corporate - Non-Investment Grade:
15.8%
Municipal Bonds:
14.6%
U.S. Government/Agency:
13.1%
Asset class Assets Assets %
Equity - Exchange $293,365,578 9.2%
Public Funds $344,385,678 10.8%
Cash $663,261,306 20.8%
Corporate - Investment Grade $500,634,736 15.7%
Corporate - Non-Investment Grade $503,823,492 15.8%
Municipal Bonds $465,558,417 14.6%
U.S. Government/Agency $417,727,072 13.1%
Total $3,188,756,279 100.0%

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