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CRD 70
CHERRY HILL, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DONALD PAUL ANTONACIO | n/a | LOWER GWYNEDD, PA | CHERRY HILL, NJ | LOWER GWYNNED, PA | 22 | 33 | 2 | yes |
| HO-TAE CHANG | Certified Financial Planner | CHERRY HILL, NJ | LOWER GWYNEDD, PA | 22 | 34 | 2 | yes |
| THOMAS MICHAEL MONAHAN | n/a | CHERRY HILL, NJ | 13 | 42 | n/a | yes |
| NICHOLAS J ADORNETTO | Certified Financial Planner | CHERRY HILL, NJ | Phoenixville, PA | 13 | 20 | 2 | yes |
| D. G. (CHIP) KENSINGER | Certified Financial Planner | CEDAR RAPIDS, IA | CHERRY HILL, NJ | 12 | 43 | 2 | yes |
| JUSTIN NICHOLSON KENSINGER | n/a | CHERRY HILL, NJ | CEDAR RAPIDS, IA | 12 | 18 | 2 | yes |
| GARY WAYNE LATUSZEWSKI | n/a | CHERRY HILL, NJ | Wexford, PA | 11 | 41 | 7 | yes |
| HAL VINCENT CAPRARA | n/a | Wexford, PA | CHERRY HILL, NJ | 11 | 21 | 5 | yes |
| JAMES B O'DONOGHUE | n/a | CHERRY HILL, NJ | 11 | 16 | 3 | yes |
| DOUGLAS JEFFREY PRUETT | n/a | CHERRY HILL, NJ | Park Ridge, NJ | 9 | 46 | 2 | yes |
| LYNN COPELAND KULZAK | n/a | REDONDO, CA | CHERRY HILL, NJ | 9 | 30 | n/a | yes |
| ROBERT CARL MARTZ | n/a | CHERRY HILL, NJ | Wexford, PA | 9 | 32 | n/a | yes |
| ABDUL KHALIQ | n/a | Princeton, NJ | CHERRY HILL, NJ | 8 | 16 | 1 | yes |
| MARK THOMAS MESEROLL | n/a | CHERRY HILL, NJ | 7 | 18 | n/a | yes |
| Steven Charles Tumminello | n/a | CHERRY HILL, NJ | 7 | 13 | 1 | yes |
| CHRISTOPHER BAUMANN | n/a | CHERRY HILL, NJ | 3 | 17 | 1 | yes |
| GARY W LATUSZEWSKI | n/a | CHERRY HILL, NJ | Wexford, PA | 3 | 12 | n/a | yes |
| Conor Patrick McKenna | n/a | CHERRY HILL, NJ | 2 | 11 | n/a | yes |
| DONALD Jack ANTONACIO | n/a | Boynton Beach, FL | CHERRY HILL, NJ | LOWER GWYNEDD, PA | 2 | 13 | n/a | yes |
| CHRISTOPHER MICHAEL COHEN | Certified Financial Planner | CHERRY HILL, NJ | 1 | 23 | 2 | yes |
| Luke Edward Kutzer | n/a | CHERRY HILL, NJ | Wexford, PA | 0 | 10 | n/a | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ADAMS, BEAU CHRISTIAN | VICE PRESIDENT | Na | yes | 01/2019 | Mar 18, 2019 | Dec 11, 2024 |
| HORACE MANN EDUCATORS CORP. | Owner | E | yes | 01/2019 | Mar 18, 2019 | Dec 11, 2024 |
| MICHAEL, LINEA KATE | Secretary | Na | yes | 01/2019 | Mar 18, 2019 | Dec 11, 2024 |
| PAGLIONE, ADAM | CHIEF EXECUTIVE OFFICER & CCO | Na | yes | 06/2024 | Dec 2, 2011 | Dec 11, 2024 |
| GAYLE, TROY MARSHALL | Treasurer | Na | no | 07/2020 | Mar 8, 2022 | Dec 11, 2024 |
| GREENIER, RYAN EDWARD | SENIOR VICE PRESIDENT, FINANCE | Na | no | 07/2020 | Mar 8, 2022 | Dec 11, 2024 |
| JOHNSON, KIMBERLY ANN | CHIEF FINANCIAL OPERATIONS OFFICER | Na | no | 06/2021 | Mar 8, 2022 | Dec 11, 2024 |
| TSAI, PHYLLIS | Finop | Na | no | 07/2023 | Feb 12, 2024 | Dec 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BCG SECURITIES, INC. | n/a | Independent wealth | $894M | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| CHERRY HILL | Nj | United States | 15 | yes |
| Wexford | Pa | United States | 3 | yes |
| CEDAR RAPIDS | Ia | United States | 2 | yes |
| LOWER GWYNEDD | Pa | United States | 2 | yes |
| Wayne | Pa | United States | 2 | yes |
| REDONDO BEACH | CA | United States | 1 | yes |
| NORTH BRUNSWICK | Nj | United States | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $894M | $0 | 55 | 33 | 0 | n/a | n/a |
| 2024 | Mar 10, 2025 | $740M | $0 | 55 | 28 | 7 | n/a | n/a |
| 2023 | Feb 12, 2024 | $686M | $0 | 55 | 30 | 7 | n/a | n/a |
| 2022 | Mar 7, 2023 | $516M | $0 | 60 | 30 | 8 | n/a | n/a |
| 2021 | Mar 8, 2022 | $633M | $29.2M | 70 | 30 | 8 | n/a | n/a |
| 2020 | Mar 17, 2021 | $566M | $137M | 75 | 35 | 8 | n/a | n/a |
| 2019 | Mar 10, 2020 | $567M | $68.8M | 85 | 40 | 10 | n/a | n/a |
| 2018 | Mar 18, 2019 | $516M | $61.9M | 85 | 35 | 12 | n/a | n/a |
| 2017 | Mar 29, 2018 | $543M | $66.6M | 85 | 35 | 12 | n/a | n/a |
| 2016 | Feb 13, 2017 | $339M | $84.6M | 85 | 35 | n/a | n/a | n/a |
| 2015 | Feb 23, 2016 | $289M | $30.0M | 85 | 35 | n/a | n/a | n/a |
| 2014 | Feb 5, 2015 | $272M | $30.0M | 85 | 30 | n/a | n/a | n/a |
| 2013 | Feb 7, 2014 | $232M | $12.1M | 90 | 30 | n/a | n/a | n/a |
| 2012 | Mar 11, 2013 | $207M | $17.2M | 75 | 30 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $180M | $0 | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 7 | -5 | 20.0% | 0 | 1 | 0 | 3 | 11 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $894M | $740M | 20.8% | $516M | 20.1% | 55 | 55 | 0 | 7 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2 | May 1, 2026 | Apr 29, 2026 | DELRAN, NJ | Team lift out | RIA to wirehouse | 5.6% |
| WORLD INVESTMENT ADVISORS, LLC | 2 | Nov 6, 2025 | Nov 5, 2025 | CHERRY HILL, NJ | Team lift out | Other | 6.1% |
| ASHTON THOMAS PRIVATE WEALTH | 3 | Sep 9, 2021 | Mar 11, 2026 | CHERRY HILL, NJ | Team lift out | Ibd to RIA | 9.7% |
| PSS BENEFITS, LLC | 2 | May 8, 2020 | Dec 14, 2018 | DELRAN, NJ | Team lift out | Other | 5.0% |
| SUMMIT FINANCIAL, LLC | 3 | Mar 2, 2015 | Jan 3, 2025 | WESTFIELD, NJ | Team lift out | Other | 10.3% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| GATEWAY ADVISORY, LLC | 3 | Feb 7, 2025 | Mar 21, 2012 | MOUNTAINSIDE, NJ | Firm absorbed | RIA to RIA | 100.0% |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2 | Oct 22, 2015 | Oct 22, 2015 | YARDLEY, PA | Team lift out | Other | 0.0% |