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Leo Eugene Medwid

BCG Securities, Inc.

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About Leo Eugene Medwid

Leo Eugene Medwid is a financial professional with over 27 years of experience in the industry. Leo currently works with BCG Securities, Inc. and has been with them since November 2012. Prior to working with BCG Securities, Inc. Leo was with Signator Investors, Inc. from May 1995 to November 2012. Leo is a Series 63, SIE, and Series 6 licensed representative. Leo's areas of specialization include retirement planning, investment management, financial planning, and education planning.

Firm Information

Leo Medwid 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Leo Medwid’s Registration & Firm History

NJ

11/28/2012 - Present

BCG Securities, Inc. (CHERRY HILL NJ)

PA

05/12/1995 - 11/30/2012

SIGNATOR INVESTORS, INC. (PHILADELPHIA PA)

MA

05/12/1995 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 09/19/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leo Eugene Medwid.
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