EW
EW

Erica Wainscott

15 Years of Experience
Broker

Erica Wainscott is a registered investment advisor at Bcg Securities, INC., based in Cherry Hill, NJ, with 15 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 ValueAnnual Fee
Up to $100K1.50%
$100K - $1.0M1.00%
$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
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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.

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Employment History
Current Registrations
Bcg Securities, INC.
August 2023 - Present · 2 yrs 8 mos
Bcg Securities, INC.
July 2023 - Present · 2 yrs 9 mos
Bcg Securities, INC.Broker
July 2023 - Present · 2 yrs 9 mos
Horace Mann Investors, INC.
January 2020 - Present · 6 yrs 3 mos
Horace Mann Investors, INC.
April 2016 - Present · 10 yrs
Horace Mann Investors, INC.Broker
April 2016 - Present · 10 yrs
Previous Registrations
Horace Mann Investors, INC.
September 2018 - December 2019 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2016 · 3 yrs 6 mos
Chase Investment Services CORP.Broker
July 2010 - October 2012 · 2 yrs 3 mos
State Registrations23 states
AKARAZCACOFLIAIDILKSMNMOMTNDNENJNVOKORSDUTWAWY
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.