Nicholas Andrew Clay
Investment adviser representative at Bcs Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
$987.4MFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Bcs Wealth Management, LLCOct 2010 to now
- Bcs Financial, LLC, dba Bcs Wealth Management, LLCOct 2010 to now
- Purshe Kaplan Sterling InvestmentsOct 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TN).
Bcs Wealth Management, LLC
Legal name: Bcs Financial, LLC
$987.4MAssets managed
848Clients
8Advisers
24 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
- 5389805
- Firm CRD
- 115489