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MW

Mark F. Weiner

BC ADVISORS
Mt. Laurel, NJ 08054
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CRD#: 7858974
MW

Professional summary


Mark F Weiner is a registered financial advisor currently at BC ADVISORS, LLC located in Mt. Laurel, New Jersey and MAFG RIA SERVICES, INC. located in Mt. Laurel, New Jersey.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Mark has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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) - RIA


Click below to view Mark F Weiner'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

February 27, 2025 - Present

BC ADVISORS, LLC

Office #1: 102 Gaither Drive Suite 5, Mt. Laurel, NJ 08054
RIA
CRD#: 142982
Mt. Laurel, NJ
Current

February 8, 2024 - Present

MAFG RIA SERVICES, INC.

Office #1: 102 Gaither Drive Suite 5, Mt. Laurel, NJ 08054
BD
CRD#: 35690
Mt. Laurel, 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".
BA
BC ADVISORS, LLC
BC ADVISORS, LLC

CRD#: 142982 / SEC#: 801-67595

RIA
Registered Investment Advisory firm - (3/6/2007 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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(2/27/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/25/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/8/2024
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BA
BC ADVISORS, LLC
BC ADVISORS, LLC

CRD#: 142982 / SEC#: 801-67595

RIA
Registered Investment Advisory firm - (3/6/2007 Approved)
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Contact information


Main Address
102 Gaither Drive Suite 5, Mt. Laurel, NJ 08054
Mailing Address
Phone number
(856) 793-5000
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (8 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

BC ADVISORS FORM ADV PART 2 BROCHURE 3.2024 (10/21/2025)

Regulatory assets under management


Total Number of Accounts104
AUM (Assets Under Management)$ 4,561,383,321

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


BC ADVISORS, LLC

CRD#: 142982Mt. Laurel, NJ 08054

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