Bcs Private Wealth Management

Bcs Private Wealth Management (CRD# 174761) is a financial advisory firm headquartered in Atlantic Highlands, NJ. They manage $101,325,996 in 226 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $448,345
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MD, NJ, NY, TX

Financial Advisors at Bcs Private Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Christopher P. Bernard
CRD#: 4887587
726 Kings Highway East, Atlantic Highlands, NJ 07716
96
Wealthminder
score

Christopher Bernard (CRD# 4887587) is an Investment Advisor Representative working at Bcs Private Wealth Management in Atlantic Highlands, NJ and has over 11 years of experience in the finance industry.

2
David B. Schiff
CRD#: 4898283
726 Kings Highway East, Atlantic Highlands, NJ 07716
93
Wealthminder
score

David Schiff (CRD# 4898283) is an Investment Advisor Representative working at Bcs Private Wealth Management in Atlantic Highlands, NJ and has over 11 years of experience in the finance industry.

3
John A. Caroli
CRD#: 2756888
726 Kings Highway East, Atlantic Highlands, NJ 07716
86
Wealthminder
score

John Caroli (CRD# 2756888) is an Investment Advisor Representative working at Bcs Private Wealth Management in Atlantic Highlands, NJ and has over 19 years of experience in the finance industry. John Caroli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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