Saverio Lacroce

BCA PRIVATE WEALTH

Greenville, SC 29607

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CRD#: 8060374

Professional summary

Saverio Lacroce, who also goes by Sam Lacroce, is a registered financial advisor currently at BCA PRIVATE WEALTH, INC. located in Greenville, South Carolina.

Saverio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Saverio has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sam Lacroce

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 Saverio Lacroce'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

March 28, 2025 - Present

BCA PRIVATE WEALTH, INC.

Office #1: 15 Halton Green Way, Greenville, SC 29607

RIA

CRD#: 140913

Greenville, SC

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".

BCA PRIVATE WEALTH, INC.

BALLENTINE CAPITAL ADVISORS, INC. | BCA PRIVATE WEALTH, INC. | BALLENTINE FINANCIAL, INC. | BALLENTINE FINANCIAL SERVICES INC.

CRD#: 140913 / SEC#: 801-120268

RIA

Registered Investment Advisory firm - (2/5/2021 Approved)

North Carolina

Registered Investment Advisory firm - (2/10/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (2/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/9/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

South Carolina
(3/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/15/2025

Uniform Investment Adviser Law Examination

Current Firm

BCA PRIVATE WEALTH, INC.

BALLENTINE CAPITAL ADVISORS, INC. | BCA PRIVATE WEALTH, INC. | BALLENTINE FINANCIAL, INC. | BALLENTINE FINANCIAL SERVICES INC.

CRD#: 140913 / SEC#: 801-120268

RIA

Registered Investment Advisory firm - (2/5/2021 Approved)

North Carolina

Registered Investment Advisory firm - (2/10/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (2/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (2/9/2021 Terminated)

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Contact information

Main Address

15 Halton Green Way, Greenville, SC 29607

Mailing Address

Phone number

(864) 322-6046

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BALLENTINE ADV PART 2A BROCHURE (5/20/2025)

Regulatory assets under management

Total Number of Accounts	1,267
AUM (Assets Under Management)	$ 262,273,904

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.

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Saverio Lacroce

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Saverio Lacroce's CRS (Customer Relationship Summary).

Certified licenses

Experience

BCA PRIVATE WEALTH, INC.

Primary Firm SEC Registration

BCA PRIVATE WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/15/2025

Current Firm

BCA PRIVATE WEALTH, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BCA PRIVATE WEALTH, INC.

TRUST BUT VERIFY

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