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Bcg Securities, Inc.

BDRIA Cherry Hill, NJ CRD 70 Last verified October 2026

Overview

Bcg Securities, Inc. is a Broker Dealer and registered investment adviser based in Cherry Hill, NJ, registered since 1969. It reports $894M in assets under management across 2,100 accounts, with 55 employees. Its 33 registered representatives work across 4 branch offices in 3 states.

Reported AUM
$894M
Accounts
2,100
Average account
$426K
Employees
55
Registered reps
33
Branch offices
4
Registered since
1969
Jurisdictions
52

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Other Advisors
Client types
  • High Net Worth Individuals
  • Individuals
  • Other Investment Advisors
  • Pension/Profit Sharing Plan
Fee structure
Commissions, Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Products and services
  • Corporate Bonds
  • Insurance
  • Investment Advisory Services
  • Municipal Securities Broker
  • Mutual Fund/Retailer
  • Mutual Funds
  • Retirement/Pension Products
  • Stock
  • U.S Government Securities Broker
  • U.S Government Securities Dealer
  • Variable Life Insurance & Annuities

Executive officers 3 of 6

  • Phyllis Tsai Financial and Operations Principal CRD 7200380
  • Holley Watson Taylor Chief Compliance Officer CRD 4171040
  • Ryan Edward Greenier Senior Vice President of Finance

3 more executive officers, with direct contact details

Registered reps 3 of 33

30 more registered reps, with emails, phones and branch locations

Location

Headquarters
51 Haddonfield Rd Ste 210
Cherry Hill, NJ 08002
County
Camden
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
Region
Northeast
Branch offices
4 in 3 states, including Cedar Rapids, IA, Lower Gwynedd, PA and Wexford, PA

Registrations

  • SEC registered, corporation formed in Pennsylvania
  • Registered in 52 jurisdictions
  • Website: bcgsecurities.com

Every state, with registration dates

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