TB
Theodore A. Beringer
BC ADVISORS
Mt. Laurel, NJ 08054
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CRD#: 19405
TB
Professional summary
Theodore August Beringer JR, who also goes by Ted Beringer, is a registered financial advisor currently at BC ADVISORS, LLC located in Mt. Laurel, New Jersey and MAFG RIA SERVICES, INC. located in Mt. Laurel, New Jersey.
Theodore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1973. Theodore has worked at 5 firms and has passed the Series 99TO, Series 7TO, Series 79TO, SIE, Series 1 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ted Beringer
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.
1. STRATEGIC BUSINESS ADVISORS - 102 GAITHER DRIVE, SUITE 5 MOUNT LAUREL, NJ 08054 - PARTNER - INVESTMENT BANKING/ M & A 01/2001 - PRESENT 2. BERINGER & COMPANY - 102 GAITHER DRIVE, SUITE 5 MOUNT LAUREL, NJ 08054 PARTNER - 01/2001 - PRESENT - ESTATE PLANNING 3. SLOAN VALVE COMPANY - BOARD OF DIRECTORS CHICAGO, IL 4. BC Advisors LLC - Registered Investment Advisor; owner; 201 King of Prussia Road, Radnor, PA 19087 5. MAFG Consolidated, Inc., owner, parent organization of MAFG RIA Services, Inc.; 201 King of Prussia Road, Radnor, PA 19807 6. The Beringer Group, Limited Partner - 102 Gaither Drive, Suite 5 Mount Laurel NJ 08054 - M & A, Estate planning 7. MA Consolidated Inc., owner; insurance agency for trail commissions, 102 Gaither Drive, Suite 5, Mt. Laurel, NJ 08054 8. MAFG Services. - Owner; operating company of MAFG Consolidated, Inc. - 102 Gaither Drive, Suite 5 Moun Laurel, NJ 08054
CRS (Client Relationship Summary) - RIA
Click below to view Theodore August Beringer JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 12, 2007 - Present
BC ADVISORS, LLC
Office #1: 102 Gaither Drive Suite 5, Mt. Laurel, NJ 08054RIA
CRD#: 142982
Mt. Laurel, NJ
Current
August 1, 1994 - Present
MAFG RIA SERVICES, INC.
Office #1: 102 Gaither Drive Suite 5, Mt. Laurel, NJ 08054Office #2: 102 Gaither Drive Suite 5, Mt. Laurel, NJ 08054BD
CRD#: 35690
Mt. Laurel, NJ
Past
August 20, 1992 - August 23, 1994
FFP SECURITIES, INC.
BD
CRD#: 16337
CHESTERFIELD, MO
Past
September 21, 1977 - September 17, 1992
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
CINCINNATI, OH
Past
January 24, 1973 - July 13, 1977
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
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".
BA
BC ADVISORS, LLC
BC ADVISORS, LLC
CRD#: 142982 / SEC#: 801-67595
RIA
Registered Investment Advisory firm - (3/6/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(8/24/1994)
RR
Florida(8/9/1994)
RR
Maryland(8/15/1994)
RR
New Jersey(6/8/1994)
IAR
New Jersey(3/13/2007)
RR
Ohio(1/16/1996)
IAR
Pennsylvania(3/12/2007)
Exams
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 1/16/1973
Registered Representative ExaminationPrincipal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BA
BC ADVISORS, LLC
BC ADVISORS, LLC
CRD#: 142982 / SEC#: 801-67595
RIA
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Contact information
Main Address
102 Gaither Drive Suite 5, Mt. Laurel, NJ 08054
Mailing Address
Phone number
(856) 793-5000
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 104 |
| AUM (Assets Under Management) | $ 4,561,383,321 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
