Donald Antonacio is a registered investment advisor at Bcg Securities, INC., based in Cherry Hill, NJ, with 33 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,963 clients
Average Client Portfolio
$377K average
Assets Under Management
$740.0M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002
Get directionsHistory
Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2004Settled
Customer Dispute
March 2004Denied
Customer Dispute
March 2004Denied
Customer Dispute
March 2004Settled
Employment Separation After Allegations
October 2003Employment Separation After Allegations
October 2003Customer Dispute
January 2003Closed-No Action
Customer Dispute
November 2002Denied
Employment History
Current Registrations
Bcg Securities, INC.
January 2004 - Present · 22 yrs 3 mos
Bcg Securities, INC.
October 2003 - Present · 22 yrs 6 mos
Bcg Securities, INC.Broker
October 2003 - Present · 22 yrs 6 mos
Previous Registrations
AXA Advisors, LLC
July 2002 - October 2003 · 1 yr 3 mos
Progress Financial Advisors
August 2001 - October 2003 · 2 yrs 2 mos
AXA Advisors, LLCBroker
November 1992 - October 2003 · 10 yrs 11 mos
The Equitable Life Assurance Society of the United StatesBroker
November 1992 - January 2000 · 7 yrs 2 mos
State Registrations17 states
AZCACODEFLGAINMDNCNVNYPASCTXVAWAWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.