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).

By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    509
    ACCOUNTS
  • Average Account Value
    $667,700
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MD, NH, NJ, NY, TX

Financial Advisors at Bcs Private Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Christopher P. Bernard
CRD#: 4887587
47 West River Road, Suite B, Rumson, NJ 07760

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.

2
John A. Caroli
CRD#: 2756888
47 West River Road, Suite B, Rumson, NJ 07760

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.

3
Craig D. Cummings
CRD#: 2002983
726 Kings Hwy East, Atlantic Highlands, NJ 07716

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.

4
James P. O'mealia
CRD#: 4342774
47 West River Road, Suite B, Rumson, NJ 07760

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.

5
David B. Schiff
CRD#: 4898283
47 West River Road, Suite B, Rumson, NJ 07760

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.

6
Bradley C. Smith
CRD#: 2413974
47 West River Road, Suite B, Rumson, NJ 07760

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.

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