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Craig Hulet

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CRD#: 2239219
CH

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.

Craig Hulet, who also goes by Craig Anderson Hulet, was a registered financial professional .

Craig is a previously registered financial professional and started their career in finance in 1992. Craig had worked at 7 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Craig Anderson Hulet

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

March 11, 2019 - July 14, 2023

BCG SECURITIES, INC.

BD
CRD#: 70
CHERRY HILL, NJ
Past

April 13, 2007 - January 31, 2011

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
JACKSONVILLE, FL
Past

April 11, 2007 - January 31, 2011

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL
Past

October 26, 2005 - November 8, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MCLEAN, VA
Past

January 19, 2005 - November 8, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MCLEAN, VA
Past

September 27, 1993 - April 14, 2003

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

September 22, 1992 - December 23, 1992

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

May 27, 1992 - June 25, 1992

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
NEW YORK, NY

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
IAR
Series 66
Date: 8/13/2018
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/25/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/11/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 2/19/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

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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