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Joseph Nader

Bci Securities, INC.
19 Years of Experience
Coral Gables, FL
1 DisclosureBroker
View SEC Summary
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Joseph Nader is a registered investment advisor at Bci Securities, INC., based in Coral Gables, FL, with 19 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 448 clients with $400M in assets under management.

Bci Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
448 clients
Average Client Portfolio
$898K average
Assets Under Management
$402.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum wrap fee program advisory fee is 2.75% annually. Non-discretionary accounts outside the program are generally charged 0.50% annually. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2855 S. Le Jeune Road, 1st. Floor, Coral Gables, FL, 33134

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History

Regulatory History (1)
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.
Employment Separation After Allegations
December 2004
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joseph is the Chair of the Board of Directors for Nicklaus Children's Health System, spending a few hours per week on this activity. He also owns rental property and is a co-managing member of Poulin Party LLC, each requiring minimal time, and works as a CNB Banker, taking about 10-20% of Joseph's time.

Employment History
Current Registrations
Bci Securities, INC.
September 2024 - Present · 2 yrs 1 mo
Bci Securities, INC.Broker
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
January 2023 - June 2024 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
October 2022 - June 2024 · 1 yr 8 mos
Citi Private Alternatives, LLCBroker
October 2022 - June 2024 · 1 yr 8 mos
Calamos Financial Services LLCBroker
June 2022 - October 2022 · 4 mos
Calamos Wealth Management LLC
July 2015 - October 2022 · 7 yrs 3 mos
Wescott Financial Advisory Group LLC
May 2013 - November 2015 · 2 yrs 6 mos
Activa Capital Markets, INC.Broker
September 2011 - March 2012 · 6 mos
Zenith Capital Investment Advisors, LLC
May 2008 - December 2009 · 1 yr 7 mos
International Capital Markets, INC.Broker
March 2008 - November 2009 · 1 yr 8 mos
E.S. Financial Services, INC.Broker
March 2007 - June 2007 · 3 mos
J.P. Morgan Securities INC.Broker
October 2001 - January 2005 · 3 yrs 3 mos
Prudential Securities IncorporatedBroker
January 2001 - September 2001 · 8 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.
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