Craig D. Cummings
Professional summary
Craig David Cummings, CFP® is a registered financial advisor currently at BCS PRIVATE WEALTH MANAGEMENT located in Atlantic Highlands, New Jersey.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Craig has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Craig David Cummings's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 26, 2018 - Present
BCS PRIVATE WEALTH MANAGEMENT
Office #1: 726 Kings Hwy East, Atlantic Highlands, NJ 07716March 21, 1993 - July 14, 2017
CANTOR FITZGERALD & CO.
November 22, 1989 - April 2, 1993
REUTERS C CORPORATION
Primary Firm SEC Registration
BCS PRIVATE WEALTH MANAGEMENT
CRD#: 174761 / SEC#: 801-89173
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/26/2018)
Exams
Series 55
Date: 1/18/2000
Limited Representative-Equity Trader ExamCurrent Firm
BCS PRIVATE WEALTH MANAGEMENT
CRD#: 174761 / SEC#: 801-89173
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 548 |
| AUM (Assets Under Management) | $ 405,866,803 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/25/2025 |
Red Flags
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Company Information
BCS PRIVATE WEALTH MANAGEMENT
CRD#: 174761Atlantic Highlands, NJ 07716TRUST BUT VERIFY
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