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Donald Meltzer

BCW Securities LLC

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About Donald Meltzer

Donald Meltzer is a financial professional with over 30 years of experience in the securities industry. Donald is currently registered with BCW Securities LLC. Previously Donald was employed by Rabo Securities USA, Inc., Morpheus Securities LLC, Cowen and Company, Dresdner Kleinwort Wasserstein Securities LLC, Dresdner Kleinwort Wasserstein, LLC, and Credit Suisse First Boston LLC. Donald holds the Series 7, Series 24, Series 63, Series 79TO and SIE licenses. Donald is registered in Connecticut and New York.

Firm Information

Donald Meltzer is currently registered with BCW Securities LLC. BCW Securities LLC is a Limited Liability Company formed in May 2007. The firm is registered with the SEC and in 17 states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

36

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.

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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Donald Meltzer’s Registration & Firm History

CT

03/03/2020 - Present

BCW Securities LLC (WESTPORT CT)

NY

04/02/2015 - 11/22/2019

RABO SECURITIES USA, INC. (NEW YORK NY)

NY

11/29/2012 - 03/23/2015

MORPHEUS SECURITIES LLC (NEW YORK NY)

NY

10/30/2006 - 01/14/2011

COWEN AND COMPANY (NEW YORK NY)

NY

01/11/2005 - 06/02/2006

DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)

NY

10/14/2004 - 01/01/2005

DRESDNER KLEINWORT WASSERSTEIN, LLC (NEW YORK NY)

NY

02/26/1987 - 09/28/2004

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NJ

11/03/2000 - 09/27/2002

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 01/25/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/1994

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Meltzer.
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