Steven Charles Tumminello
Investment adviser representative at Bcg Securities, Inc.
13 yearsExperience
7 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
13 years in the industry.
- Bcg Securities, Inc.May 2019 to now
- Horace Mann CompaniesMay 2019 to now
- Mcmahon Financial Advisors, LLCApr 2018 to Mar 2019
- Mcmahon Financial Advisors, LLCMay 2017 to Mar 2018
- Legend Financial AdvisorsMay 2015 to May 2017
- University of PittsburghAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 7 states (CO, DE, FL, GA, NJ, NY, 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
- 6820665
- Firm CRD
- 70