Gary Latuszewski is a registered investment advisor at Bcg Securities, INC., based in Wexford, PA, with 41 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,963 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
Location
8500 Brooktree Rd., Suite 210, Wexford, PA, 15090
Get directionsHistory
Regulatory History (7)
Judgment / Lien
July 2015Judgment / Lien
February 2015Judgment / Lien
August 2014Judgment / Lien
November 2013Judgment / Lien
September 2012Judgment / Lien
April 2009Judgment / Lien
January 2005Other Business Activities
Gary is the owner of Landmark Financial Partners, a DBA for securities business through BCG Securities, and Landmark Tax and Accounting Services, offering tax planning, bookkeeping, and payroll services. He spends a few hours per week on Landmark Financial Partners and about 10-20% of his time on Landmark Tax and Accounting Services.
Employment History
Current Registrations
Bcg Securities, INC.Broker
Bcg Securities, INC.
Previous Registrations
Key Wealth Management, INC.
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Great American Advisors, INC.Broker
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The Variable Annuity Marketing CompanyBroker
Hefren-Tillotson, INC.Broker
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Pruco Securities CorporationBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.