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VM

Victoria S. Mcmahon Croce

BANKERS LIFE ADVISORY SERVICES
Rochelle Park, NJ 07662
Some features on this profile are disabled
CRD#: 6883366
VM

Professional summary


Victoria Susan Mcmahon Croce, who also goes by VIctoria Croce, Victoria Mcmahon Croce, Victoria Susan Mcmahon, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Rochelle Park, New Jersey and BANKERS LIFE SECURITIES, INC. located in Rochelle Park, New Jersey.

Victoria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Victoria has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Victoria Croce | Victoria Mcmahon Croce | Victoria Susan Mcmahon

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.
Agent with Bankers Life & Casualty BANKERS LIFE AND CASUALTY POSITION: USV, Agent Representative NATURE: Insurance Agent provide health and life products to the public INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 12/03/2007 ADDRESS: 365 West Passaic St ste 265, Rochelle Park NJ 07662, United States DESCRIPTION: Manage new agents coming into the business - train

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Victoria Susan Mcmahon Croce's CRS (Customer Relationship Summary).
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®
None

Experience


Current

May 6, 2022 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 365 W Passaic St Ste 265, Rochelle Park, NJ 07662
RIA
CRD#: 281285
Rochelle Park, NJ
Current

January 19, 2018 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 365 W Passaic Street Suite 265, Rochelle Park, NJ 07662
BD
CRD#: 173962
Rochelle Park, NJ

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".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA
Registered Investment Advisory firm - (11/18/2015 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
Florida
(6/11/2022)
RR
New Jersey
(5/8/2018)
IAR
New Jersey
(5/6/2022)
RR
New York
(5/9/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/4/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA
Registered Investment Advisory firm - (11/18/2015 Approved)
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Contact information


Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLAS WRAP BROCHURE 03012025 (2/28/2025)

Regulatory assets under management


Total Number of Accounts14,938
AUM (Assets Under Management)$ 1,943,847,697

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


BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285Rochelle Park, NJ 07662

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