# BCG SECURITIES, INC.

BCG SECURITIES, INC. of CHERRY HILL, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 70
- Type: SEC-registered investment adviser
- SEC file number: 801-56943
- Location: 51 HADDONFIELD ROAD, SUITE 210, CHERRY HILL, NJ, 08002
- Phone: 856-393-1950
- Latest filing: 2026-05-11
- Regulatory AUM: $894.2M
- Non-discretionary AUM: $894.2M
- Clients: 55
- Accounts: 2,100

## Business model

- Compensation: % of AUM, Fixed, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Linea Kate Michael | SECRETARY | — |
| Troy Marshall Gayle | TREASURER | — |
| Ryan Edward Greenier | SENIOR VICE PRESIDENT, FINANCE | — |
| Phyllis Tsai | FINOP | — |
| Holley Watson Taylor | CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Garlatti | NATIONAL SALES MANAGER | — |
| Adam Paglione | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CCO | — |
| Beau Christian Adams | VICE PRESIDENT | — |
| PETERSON JOHN A | SECRETARY | — |
| PAGLIONE ROBERT | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER / PRESIDENT; EXECUTIVE OFFICER (+2 more) | — |
| KISVER PETER THOMAS | PETER T KISVER    FNOP/GP; PETER T KISVER FNOP/GP/MP | — |
| REARDON JONATHAN PAUL | ASST SECRETARY / GENERAL PRINCIPAL; GENERAL PRINCIPAL; VICE PRESIDENT | — |
| PAGLIONE ADAM JUSTIN | PRES /GP/CHIEF COMPLIANCE OFFICER/FINOP/TREASURER; PRES / GP / CHIEF COMPLIANCE OFFICER/FNOP; PRESIDENT & CHIEF COMPLIANCE OFFICER (+5 more) | — |
| JOHNSON LYNDA ANN | CHIEF FINANCIAL OPERATIONS OFFICER; FINOP | — |
| PEREZ ALEX B JR | ASSISTANT SECRETARY; ASST. SECRETARY / GENERAL PRINCIPAL | — |
| ADAMS RUPERT CHRISTIAN | VICE PRESIDENT | — |
| ARROYO JORGE ALBERTO | SECRETARY; VICE PRESIDENT | — |
| SOLIMEO JOSEPH REGIS | TREASURER, CHIEF FINANCIAL OFFICER | — |
| GAYLE TROY MARSHALL | TREASURER | — |
| JOHNSTON NEAL ANTHONY | GENERAL PRINCIPAL | — |
| MICHAEL LINEA KATE | ASSISTANT SECRETARY; SECRETARY | — |
| WECKENBROCK MICHAEL BRANDON | CHIEF EXECUTIVE OFFICER | — |
| GREENIER RYAN EDWARD | SENIOR VICE PRESIDENT, FINANCE | — |
| TSAI PHYLLIS | FINOP | — |
| PAGLIONE ADAM | CHIEF EXECUTIVE OFFICER & CCO | — |


## Disclosures (10)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2012-05-09 | regulatory | ON DECEMBER 6, 2011, BCG SECURITIES (BCGS) ACTED TO WITHDRAW ITS PENDING REGISTRATION IN HAWAII. BCGS MISTAKENLY SUBMITTED ON CRD A FORM BDW TO REQUEST BROKER/DEALER WITHDRAW. NORTH CAROLINA, IN TURN TERMINATED BCGS' STATE REGISTRATION. BCGS DID NOT REALIZE THE NC TERMIANTION UNTIL FEBRUARY 9, 2012. | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/70/brochure
- Similar advisers: https://search.stillhousedata.com/firm/70/similar
- Related entities: https://search.stillhousedata.com/firm/70/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/70

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.