Bcs Private Wealth Management
Bcs Private Wealth Management (CRD# 174761) is a financial advisory firm headquartered in Rumson, NJ. They manage $339,859,135 in 509 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management340MILLION
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Total Number of Accounts509ACCOUNTS
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Average Account Value$667,700
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, MD, NH, NJ, NY, TX
Christopher Bernard (CRD# 4887587) is an Investment Advisor Representative working at Bcs Private Wealth Management in Rumson, NJ and has over 18 years of experience in the finance industry. Christopher Bernard 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.
John Caroli (CRD# 2756888) is an Investment Advisor Representative working at Bcs Private Wealth Management in Rumson, NJ and has over 26 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.
Craig Cummings (CRD# 2002983) is an Investment Advisor Representative working at Bcs Private Wealth Management in Atlantic Highlands, NJ and has over 34 years of experience in the finance industry. Craig Cummings 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.
James O'mealia (CRD# 4342774) is an Investment Advisor Representative working at Bcs Private Wealth Management in Rumson, NJ and has 1 year of experience in the finance industry.
David Schiff (CRD# 4898283) is an Investment Advisor Representative working at Bcs Private Wealth Management in Rumson, NJ and has over 18 years of experience in the finance industry.
Bradley Smith (CRD# 2413974) is an Investment Advisor Representative working at Bcs Private Wealth Management in Rumson, NJ and has over 29 years of experience in the finance industry.