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Craig David Cummings

BCS Private Wealth Management

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About Craig David Cummings

Craig Cummings is a financial advisor with BCS Private Wealth Management. Craig has been in the financial services industry since 1989 and has extensive experience in investment management, financial planning, and retirement planning. Craig has been a registered investment advisor since 2018. Craig holds a Series 63, 65, and 24 licenses. Craig Cummings has a diverse client base, including individuals, families, businesses, and charitable organizations.

Firm Information

Craig Cummings is currently registered with BCS Private Wealth Management. BCS Private Wealth Management is a registered investment advisor headquartered in Rumson, NJ. The firm manages $339,859,135 in assets for 509 clients, primarily high-net-worth individuals, corporations, and charitable organizations. The firm offers financial planning and portfolio management services.
BCS Private Wealth Management

47 WEST RIVER ROAD

RUMSON, NJ 07760

$339.86M

Assets Under Management

1

Total Clients

5

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.

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financial planning services

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

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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.

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percentage of assets

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

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Craig Cummings’s Registration & Firm History

NJ

03/26/2018 - Present

BCS Private Wealth Management (ATLANTIC HIGHLANDS NJ)

NJ

03/21/1993 - 07/14/2017

CANTOR FITZGERALD & CO. (SHREWSBURY NJ)

NY

11/22/1989 - 04/02/1993

INSTINET CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/18/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/2002

Series 24 - General Securities Principal Examination

BC

Issued 07/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig David Cummings.
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