Christopher Michael Cohen

CFP

Bcg Securities, INC.

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Bcg Securities, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

1,963 clients

Average Client Portfolio

$377K average

Assets Under Management

$740.0M

Fee Structure

Minimum Investment:$25K

Location

51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Bcg Securities, INC.

February 2025 - Present · 1 yr

Bcg Securities, INC.Broker

February 2025 - Present · 1 yr

Previous Registrations

Citizens Securities, INC.

September 2019 - February 2025 · 5 yrs 5 mos

Citizens Securities, INC.Broker

September 2019 - February 2025 · 5 yrs 5 mos

Primerica Advisors

March 2018 - September 2019 · 1 yr 6 mos

PFS Investments INC.Broker

January 2016 - September 2019 · 3 yrs 8 mos

Group One Trading, L.P.Broker

April 2006 - June 2008 · 2 yrs 2 mos

Domestic Securities, INC.Broker

August 2003 - March 2004 · 7 mos

J.P. Turner & Company, L.L.C.Broker

January 2003 - August 2003 · 7 mos

Round Hill Securities, INC.Broker

January 2003 - January 2003 · 0 mos

State Registrations6 states

DEFLNJORPATN

AdvisorBrokerBoth

Exams

No exam information available for this advisor.