BERNARD CAROLI WEALTH MANAGEMENT INC.

BCS PRIVATE WEALTH MANAGEMENT
RUMSON, New Jersey·4 registered advisors·CRD# 174761
SEC# 801-891730732-291-7272
01

Firm Overview

AUM
$340M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BERNARD CAROLI WEALTH MANAGEMENT INC.

4 registered advisors
Christopher Paul Bernard
RUMSON, New Jersey
Craig David Cummings
RUMSON, New Jersey
David Baker Schiff
RUMSON, New Jersey
John Arthur Caroli
RUMSON, New Jersey
05

Office Locations

RUMSON, New Jersey
4 advisors

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Data sourced from SEC Form ADV filings. BERNARD CAROLI WEALTH MANAGEMENT INC. (CRD# 174761) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.