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Harvey H. Meldrum

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CRD#: 1804905
HM

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.

Harvey Herman Meldrum, who also goes by Harvey H Meldrum, was a registered financial advisor .

Harvey is a previously registered financial advisor and started their career in finance in 1988. Harvey had worked at 11 firms and has passed the Series 65 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Harvey H Meldrum

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

February 16, 2006 - February 27, 2014

BCG SECURITIES, INC.

BD
CRD#: 70
MANASQUAN, NJ
Past

November 22, 2004 - February 13, 2006

SII INVESTMENTS, INC.

RIA
CRD#: 2225
SEA GIRT, NJ
Past

June 6, 2003 - February 13, 2006

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

July 10, 2002 - October 5, 2004

ATLANTIC FINANCIAL & EDUCATIONAL SERVICES, LLC

RIA
CRD#: 119685
WALL, NJ
Past

February 7, 2001 - March 25, 2003

THE KEY GROUP INC.

BD
CRD#: 42373
RAMSEY, NJ
Past

September 14, 1999 - February 9, 2001

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

July 1, 1996 - September 28, 1999

LINCOLN INVESTMENT

BD
CRD#: 519
FORT WASHINGTON, PA
Past

February 27, 1996 - June 29, 1996

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

August 17, 1993 - February 16, 1996

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
CINCINNATI, OH
Past

July 13, 1990 - August 17, 1993

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

November 25, 1988 - December 2, 1989

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

November 25, 1988 - December 2, 1989

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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
IAR
Series 65
Date: 6/29/2001
Uniform Investment Adviser Law Examination
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)
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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

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