Abdul Khaliq
Investment adviser representative at Bcg Securities, Inc.
16 yearsExperience
8 statesRegistered in
$894.2MFirm assets
26 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Bcg Securities, Inc.May 2018 to now
- Bank of America NAFeb 2011 to Apr 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2010 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 8 states (CA, FL, MD, NJ, NY, PA, TX, VA).
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
- 5798077
- Firm CRD
- 70