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Abdul Khaliq

Bcg Securities, INC.
16 Years of Experience
Princeton, NJ
1 DisclosureBroker
View SEC Summary
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Abdul Khaliq is a registered investment advisor at Bcg Securities, INC., based in Princeton, NJ, with 16 years of industry experience. Abdul 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
—
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Location

Princeton, NJ

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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
April 2018
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bcg Securities, INC.
May 2018 - Present · 8 yrs 5 mos
Bcg Securities, INC.Broker
May 2018 - Present · 8 yrs 5 mos
Bcg Securities, INC.
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2010 - May 2018 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2010 - May 2018 · 7 yrs 9 mos
State Registrations8 states
CAFLMDNJNYPATXVA
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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