linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Alexander Sullivan

BCG Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Alexander Sullivan

Brian Sullivan is a financial advisor registered with BCG Securities, Inc. and Wealth Advisory Group, Inc.. Brian is a Series 6 and 63 licensed professional. Brian has been in the financial industry since 1987 and has a strong background in providing financial advice to individuals, families, and businesses. Brian specializes in a variety of financial services, including investment management, financial planning, and insurance.

Firm Information

Brian Sullivan is currently registered with BCG Securities, Inc.. BCG Securities, Inc. is a corporation headquartered in CHERRY HILL, NJ, with a main office in the United States. The firm was formed on September 10, 1965, and is registered with the SEC and in all 50 states. BCG Securities, Inc. provides investment advisory services to individuals, high net worth individuals, other investment advisers, pension and profit-sharing plans, and businesses. The firm offers financial planning, portfolio management, selection of other advisers, and wrap fee programs. It has approximately 1800 client accounts with a total of $685,823,407 in assets under management.
BCG Securities, Inc.

51 HADDONFIELD ROAD

CHERRY HILL, NJ 08002

$685.82M

Assets Under Management

1,800

Total Clients

44

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Sullivan’s Registration & Firm History

PA

07/11/2023 - Present

BCG Securities, Inc. (Berwyn PA)

PA

09/13/2001 - 07/25/2011

CAPITAL ANALYSTS, INCORPORATED (ARDMORE PA)

NY

09/08/1987 - 09/13/2001

AXA ADVISORS, LLC (NEW YORK NY)

NY

09/08/1987 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Brian Alexander Sullivan is right for you?

Licenses & Designations

IA

Issued 12/31/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Brian Alexander Sullivan. Review regulatory record here.
Not sure if Brian Alexander Sullivan is right for you?