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).

Current Firm Details
47 West River Road, Suite B, Rumson, NJ 07760
http://www.bc-wm.com
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 Bernard, financial advisor Rumson NJ
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.

2
John Caroli, financial advisor Rumson NJ
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.

3
Craig Cummings, financial advisor Atlantic Highlands NJ
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.

4
James O'mealia, financial advisor Rumson NJ
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 Schiff, financial advisor Rumson NJ
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 19 years of experience in the finance industry.

6
Bradley Smith, financial advisor Rumson NJ
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 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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