Deanna Coglianese is a registered investment advisor at Bcg Securities, INC., based in Cherry Hill, NJ, with 15 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,963 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
Location
51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Deanna works as a compliance examiner for an RIA. This is a full-time commitment, with nearly full-time hours during security trading hours.
Employment History
Current Registrations
Bcg Securities, INC.
Bcg Securities, INC.
Horace Mann Investors, INC.
Horace Mann Investors, INC.
Bcg Securities, INC.Broker
Horace Mann Investors, INC.Broker
Previous Registrations
Ae Wealth Management, LLC
Ae Financial Services, LLCBroker
Securities America, INC.Broker
Wealthplan Partners
Ae Wealth Management, LLC
Ae Financial Services, LLCBroker
Triad Advisors LLCBroker
Royal Alliance Associates, INC.Broker
Woodbury Financial Services, INC.Broker
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Securities America, INC.Broker
Woodmen Financial Services, INC.Broker
TD Ameritrade, INC.Broker
Envision Investment Advisors, LLC
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
TD Ameritrade, INC.Broker
Ameritrade, INC.Broker
State Registrations1 state
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.