AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DF

Donald R. Foster

Some features on this profile are disabled
CRD#: 1143166
DF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Ryan Foster was a registered financial advisor .

Donald is a previously registered financial advisor and started their career in finance in 1983. Donald had worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 28, 2014 - July 31, 2015

BCG SECURITIES, INC.

BD
CRD#: 70
CHERRY HILL, NJ
Past

December 13, 2011 - February 1, 2012

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
WAYNE, PA
Past

August 11, 2009 - December 22, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
JENKINTOWN, PA
Past

February 7, 2008 - March 25, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

February 7, 2008 - March 25, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

November 16, 2006 - January 23, 2008

EDWARD JONES

BD
CRD#: 250
PHILADELPHIA, PA
Past

October 21, 1998 - November 14, 2006

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

February 20, 1998 - September 17, 1998

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

October 23, 1997 - January 6, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

January 2, 1992 - October 24, 1997

BISYS SHELF B/D (1), INC.

BD
CRD#: 26501
BOSTON, MA
Past

August 29, 1988 - November 15, 1991

LINCOLN INVESTMENT

BD
CRD#: 519
FORT WASHINGTON, PA
Past

October 12, 1985 - July 11, 1988

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

April 15, 1984 - April 30, 1985

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

August 24, 1983 - April 10, 1984

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BCG SECURITIES, INC.
BCG SECURITIES, INC.
AC CAPITAL MANAGEMENT | WHITE CLIFF WEALTH MANAGEMENT | WEALTH ADVISORY GROUP | THE KIRWAN COMPANIES, LTD | ROCHONCHOU WEALTH MANAGEMENT | POWERS WEALTH MANAGEMENT | PINNACLE PEAK PRIVATE CLIENT GROUP | LANDMARK FINANCIAL PLANNERS, LLC | HADDON PLANNING GROUP | GREY CLIFF WEALTH MANAGEMENT | FREDERICA WEALTH MANAGEMENT | BCG WEALTH MANAGEMENT | BCG SECURITIES, INC. | BALANCED SECURITY PROGRAMS, INC. | ASPEN WEALTH MANAGEMENT

CRD#: 70 / SEC#: 801-56943, 8-12680

RIA
Registered Investment Advisory firm - SEC (11/4/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/1/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BCG SECURITIES, INC.
BCG SECURITIES, INC.
AC CAPITAL MANAGEMENT | WHITE CLIFF WEALTH MANAGEMENT | WEALTH ADVISORY GROUP | THE KIRWAN COMPANIES, LTD | ROCHONCHOU WEALTH MANAGEMENT | POWERS WEALTH MANAGEMENT | PINNACLE PEAK PRIVATE CLIENT GROUP | LANDMARK FINANCIAL PLANNERS, LLC | HADDON PLANNING GROUP | GREY CLIFF WEALTH MANAGEMENT | FREDERICA WEALTH MANAGEMENT | BCG WEALTH MANAGEMENT | BCG SECURITIES, INC. | BALANCED SECURITY PROGRAMS, INC. | ASPEN WEALTH MANAGEMENT

CRD#: 70 / SEC#: 801-56943, 8-12680

RIA
Registered Investment Advisory firm - SEC (11/4/1999 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002
Mailing Address
51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002
Phone number
(856) 393-1950
Established
Pennsylvania since 09/10/1965
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
55

SEC notice filing (44 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

BCG SECURITIES FIRM BROCHURE (3/10/2025)

Direct owners and executive officers


NamePositionCRD#
HORACE MANN EDUCATORS CORP.OWNER
GARLATTI, JEFFREYNATIONAL SALES MANAGER5670941
GAYLE, TROY MARSHALLTREASURER5925156
GREENIER, RYAN EDWARDSENIOR VICE PRESIDENT, FINANCE
MICHAEL, LINEA KATESECRETARY5791549
TAYLOR, HOLLEY WATSONCHIEF COMPLIANCE OFFICER4171040
TSAI, PHYLLISFINOP7200380

Regulatory assets under management


Total Number of Accounts1,900
AUM (Assets Under Management)$ 740,027,520

Disclosures


Regulatory Event6
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BCG SECURITIES, INC.

BCG SECURITIES, INC.

CRD#: 70

TRUST BUT VERIFY

Monitor Donald Foster

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics