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Gary Latuszewski

Bcg Securities, INC.
42 Years of Experience
Wexford, PA
7 DisclosuresBroker
View SEC Summary
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Gary Latuszewski is a registered investment advisor at Bcg Securities, INC., based in Wexford, PA, with 42 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,181 clients with $890M in assets under management.

Bcg Securities, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,181 clients
Average Client Portfolio
$410K average
Assets Under Management
$894.2M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $1.0M1.00%
$1M+1.00%

Fees are negotiable on a case-by-case basis. No fee will exceed 1.50% without specific approval from the firm's Compliance Officer.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8500 Brooktree Rd., Suite 210, Wexford, PA, 15090

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2015
Judgment / Lien
February 2015
Judgment / Lien
August 2014
Judgment / Lien
November 2013
Judgment / Lien
September 2012
Judgment / Lien
April 2009
Judgment / Lien
January 2005
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gary is the owner of Landmark Financial Partners, a DBA for securities business through BCG Securities, and Landmark Tax and Accounting Services, offering tax planning, bookkeeping, and payroll services. He spends a few hours per week on Landmark Financial Partners and about 10-20% of his time on Landmark Tax and Accounting Services.

Employment History
Current Registrations
Bcg Securities, INC.Broker
June 2015 - Present · 11 yrs 4 mos
Bcg Securities, INC.
June 2015 - Present · 11 yrs 4 mos
Previous Registrations
Key Wealth Management, INC.
September 2021 - November 2021 · 2 mos
Capital Analysts
December 2013 - February 2016 · 2 yrs 2 mos
Lincoln InvestmentBroker
August 2010 - June 2015 · 4 yrs 10 mos
Lincoln Investment Planning, INC
August 2010 - June 2015 · 4 yrs 10 mos
Great American Advisors, INC.Broker
December 2009 - August 2010 · 8 mos
Great American Advisors, INC.
December 2009 - August 2010 · 8 mos
Ing Financial Advisers, LLC
March 2005 - January 2010 · 4 yrs 10 mos
Ing Financial Advisers, LLCBroker
July 2004 - January 2010 · 5 yrs 6 mos
Ing Financial Advisers, LLC
July 2004 - August 2004 · 1 mo
Gunnallen Financial, INCBroker
March 2003 - August 2004 · 1 yr 5 mos
Gunnallen Financial, INC
March 2003 - August 2004 · 1 yr 5 mos
Atlas Brokerage Company, L.P.Broker
February 2003 - March 2003 · 1 mo
VALIC Financial Advisors, INC.
October 2002 - February 2003 · 4 mos
VALIC Financial Advisors, INC.Broker
January 1999 - February 2003 · 4 yrs 1 mo
The Variable Annuity Marketing CompanyBroker
May 1987 - December 2001 · 14 yrs 7 mos
Hefren-Tillotson, INC.Broker
December 1986 - May 1987 · 5 mos
Walnut Street Securities, INC.Broker
April 1986 - July 1986 · 3 mos
Pruco Securities CorporationBroker
November 1983 - January 1986 · 2 yrs 2 mos
State Registrations9 states
AZCAFLMDNCOHPASCWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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