PG
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Pamela Groom

28 Years of Experience
Miami, FL
Broker

Pamela Groom is a registered investment advisor at Bci Securities, INC., based in Miami, FL, with 28 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 430 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
430 clients
Average Client Portfolio
$686K average
Assets Under Management
$295.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1450 Brickell Avenue, Suite 2850, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bci Securities, INC.
September 2025 - Present · 8 mos
Bci Securities, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
Raymond James & Associates, INC.
July 2019 - September 2025 · 6 yrs 2 mos
Raymond James & Associates, INC.Broker
June 2019 - September 2025 · 6 yrs 3 mos
UBS Financial Services Incorporated of Puerto RicoBroker
June 2018 - July 2019 · 1 yr 1 mo
UBS Financial Services INC.
January 2016 - June 2019 · 3 yrs 5 mos
UBS Financial Services INC.Broker
October 2015 - June 2019 · 3 yrs 8 mos
J.P. Morgan Securities LLCBroker
July 2015 - October 2015 · 3 mos
UBS Financial Services INC.
January 2010 - July 2015 · 5 yrs 6 mos
UBS Financial Services INC.Broker
January 2010 - July 2015 · 5 yrs 6 mos
UBS International INC.
April 2007 - January 2010 · 2 yrs 9 mos
UBS International INC.Broker
April 2007 - January 2010 · 2 yrs 9 mos
Citigroup Global Markets INC.
February 2005 - April 2007 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
February 2005 - April 2007 · 2 yrs 2 mos
Charles Schwab & CO., INC.
July 1997 - November 2004 · 7 yrs 4 mos
Charles Schwab & CO., INC.Broker
May 1997 - November 2004 · 7 yrs 6 mos
State Registrations2 states
FLNY
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.