John Arthur Caroli
Investment adviser representative at Bcs Private Wealth Management
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$469.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Bcs Private Wealth ManagementApr 2015 to now
- Bernard Caroli Wealth Management, IncJun 2009 to now
- Western International SecuritiesJun 2009 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Bcs Private Wealth Management
Legal name: Bernard Caroli Wealth Management Inc.
$469.7MAssets managed
224Clients
5Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2756888
- Firm CRD
- 174761