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Linea Kate Michael

BCG SECURITIES, INC.·CHERRY HILL, New Jersey
Unclaimed Profile
51 HADDONFIELD ROAD, CHERRY HILL, NJ 08002CRD# 5791549Firm CRD# 70
01

About

Linea Kate Michael is a registered financial advisor based in CHERRY HILL, New Jersey, affiliated with BCG SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BCG SECURITIES, INC.
BCG SECURITIES, INC.
AUM
$686M
Regulatory assets under management
Employees
55
Total firm employees
View all advisors at BCG SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5791549
Firm CRD# 70
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Linea Kate Michael offer?
Linea Kate Michael specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHERRY HILL, New Jersey for a consultation.
What are Linea Kate Michael's credentials?
Linea Kate Michael is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linea Kate Michael located?
Linea Kate Michael is based in CHERRY HILL, New Jersey, working with BCG SECURITIES, INC.. Their office serves clients in the CHERRY HILL metropolitan area and surrounding communities.
How does Linea Kate Michael charge for services?
Linea Kate Michael's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BCG SECURITIES, INC.?
BCG SECURITIES, INC. has approximately 55 employees and manages $686M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHERRY HILL
Joseph Regis Solimeo — BCG SECURITIES, INC.Michael Brandon Weckenbrock — BCG SECURITIES, INC.Robert Paglione — BCG SECURITIES, INC.Stephen Joseph Cicali — TMFS-PHILADELPHIA II, LLCJonathan Paul Reardon — BCG SECURITIES, INC.
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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