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KB

Kevin A. Bonner

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CRD#: 2598717
KB

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.

Kevin A Bonner, who also goes by Kevin Andrew Bonner, was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1995. Kevin had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kevin Andrew Bonner

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

June 26, 2017 - April 14, 2026

BCG SECURITIES, INC.

RIA
CRD#: 70
CHERRY HILL, NJ
Past

June 23, 2017 - April 14, 2026

BCG SECURITIES, INC.

BD
CRD#: 70
CHERRY HILL, NJ
Past

June 29, 2015 - June 14, 2016

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

June 2, 2010 - June 30, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PENNINGTON, NJ
Past

April 8, 2003 - June 30, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PENNINGTON, NJ
Past

October 15, 2001 - March 26, 2003

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY
Past

February 2, 2000 - September 25, 2001

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

January 1, 1997 - December 31, 1999

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

September 28, 1995 - January 1, 1997

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

May 1, 1995 - August 7, 1995

LINCOLN INVESTMENT

BD
CRD#: 519
FORT WASHINGTON, PA

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: 6/1/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/28/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/10/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/28/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/18/2002
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 7/12/1996
Investment Company Products/Variable Contracts Principal Examination

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)
PREMIUM
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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 (45 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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