Christopher Michael Cohen
Investment adviser representative at Bcg Securities, Inc.
11 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$894.2MFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Bcg Securities, Inc.Feb 2025 to now
- Horace Mann CompaniesFeb 2025 to now
- Citizens Securities, Inc.Sep 2019 to Feb 2025
- Pfs Investments IncJan 2016 to Sep 2019
- Primerica Financial ServicesOct 2015 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 5 states (DE, FL, NJ, OR, PA).
Bcg Securities, Inc.
$894.2MAssets managed
2,181Clients
21Advisers
26 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
- 3212462
- Firm CRD
- 70