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Director and Shareholder · BCS Private Wealth Management

Craig D. Cummings

CRD 2002983 · Named on Form ADV at one SEC-registered adviser

At a glance

BCS Private Wealth Management, an SEC-registered wealth manager based in Rumson, NJ with $470 million in regulatory assets, lists Craig D. Cummings on its Form ADV as Director and Shareholder, a control person.

Firms and roles

AtlasMembers

Craig’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Christopher P. BernardChief Compliance Officer, Director, Vice President, Shareholder, BCS Private Wealth Management
  • John A. CaroliDirector, President and Shareholder, BCS Private Wealth Management
  • David B. SchiffDirector, Secretary and Shareholder, BCS Private Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.