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KS

Kaytie A. Salzman

Some features on this profile are disabled
CRD#: 5789252
KS
Kaytie Anne Cunningham Salzman

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.

Kaytie Anne Cunningham Salzman, who also goes by Kaytie Anne Cunningham, Kaytie Cunningham, Kaytie Anne Salzman, Kaytie Salzman, was a registered financial professional .

Kaytie is a previously registered financial professional and started their career in finance in 2012. Kaytie had worked at 17 firms and has passed the Series 66, Series 63, Series 82TO, Series 99TO, SIE, Series 7, Series 6, Series 4, Series 24 and Series 9 exams.

Aliases

Kaytie Anne Cunningham | Kaytie Cunningham | Kaytie Anne Salzman | Kaytie Salzman

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 17, 2026 - July 1, 2026

BCG SECURITIES, INC.

RIA
CRD#: 70
PORTLAND, OR
Past

February 13, 2026 - July 1, 2026

HORACE MANN INVESTORS, INC.

RIA
CRD#: 11643
PORTLAND, OR
Past

February 13, 2026 - July 1, 2026

HORACE MANN INVESTORS, INC.

BD
CRD#: 11643
SPRINGFIELD, IL
Past

February 13, 2026 - July 1, 2026

BCG SECURITIES, INC.

BD
CRD#: 70
CHERRY HILL, NJ
Past

July 15, 2025 - January 2, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
Portland, OR
Past

July 15, 2025 - January 2, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

May 8, 2023 - July 14, 2025

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
Portland, OR
Past

May 8, 2023 - July 14, 2025

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
PASADENA, CA
Past

May 8, 2023 - July 14, 2025

SORRENTO PACIFIC FINANCIAL, LLC

BD
CRD#: 127787
SAN DIEGO, CA
Past

May 8, 2023 - July 14, 2025

SCF SECURITIES, INC.

BD
CRD#: 47275
SAN DIEGO, CA
Past

May 8, 2023 - July 14, 2025

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX
Past

May 8, 2023 - July 14, 2025

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
SAN DIEGO, CA
Past

May 8, 2023 - July 14, 2025

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

February 7, 2022 - February 7, 2022

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Portland, OR
Past

October 8, 2021 - February 7, 2022

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

June 20, 2018 - February 3, 2021

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
PORTLAND, OR
Past

June 20, 2018 - February 3, 2021

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
PORTLAND, OR
Past

May 3, 2016 - June 22, 2018

TD AMERITRADE, INC.

RIA
CRD#: 7870
PORTLAND, OR
Past

May 3, 2016 - June 22, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Portland, OR
Past

April 21, 2016 - June 22, 2018

TD AMERITRADE, INC.

BD
CRD#: 7870
PORTLAND, OR
Past

March 3, 2014 - April 7, 2016

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
PORTLAND, OR
Past

March 1, 2013 - September 6, 2013

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
BEAVERTON, OR
Past

January 9, 2012 - October 16, 2012

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
SALEM, OR

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: 5/27/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/10/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 5/8/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/3/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/7/2012
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 3/13/2020
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/26/2018
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 9
Date: 12/10/2015
General Securities Sales Supervisor - Options Module 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)
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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 (45 States and Territories)

FINRA licenses (52 States and Territories)

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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