Patricia
Strain-Riley

Bcg Securities, Inc

CRD#1515470
Investment Advisor
in Cherry Hill, NJ

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About this Advisor

Patricia Strain-Riley is a financial advisor based out of Cherry Hill, New Jersey who has 11 years of relevant experience. Strain-Riley currently works for Bcg Securities, Inc. During their career, the advisor has held roles at Programs For Benefit Plans Inc and Bcg Securities, Inc. Strain-Riley maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Bcg Securities, Inc is a registered investment business headquartered in Cherry Hill, NJ. It has offices in eight locations and a total of 60 employees. It has $516 million in assets between its 1,510 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 1,510 accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees vary depending on which services the firm provides the client. However, fees charged by Bcg Securities, Inc can include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

51 Haddonfield Road Suite 210
Cherry Hill, NJ 08002

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Bcg Securities, Inc Brokerage Details

Total Assets Under Management

$516,270,263

NJ Average: $10,121,009,343
Total Number of Employees

60

NJ Average: 92
Total Number of Accounts

1,510

NJ Average: 6,978
Average Account Size

$341,901

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Patricia Strain-Riley Work History

Patricia has been registered as a financial advisor for 11 years.*

1981 - Present (43 years)

Programs For Benefit Plans Inc

1981 - Present (43 years)

Bcg Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Patricia Strain-Riley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bcg Securities, Inc

James O'Donoghue
Cherry Hill, NJ
Charles Holland
Cherry Hill, NJ
Sean Riley
Cherry Hill, NJ
D. G. (Chip) Kensinger
Cherry Hill, NJ
Nicholas Adornetto
Cherry Hill, NJ
Justin Kensinger
Cherry Hill, NJ
Michael Rochonchou
Cherry Hill, NJ
Michael Weckenbrock
Cherry Hill, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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