Broker Check


BCG Securities helps advisors identify specific success factors through its onboarding program.

With Empowerment Comes Growth Opportunity

Growth opens the door to new and exciting opportunities, and BCG Securities has experienced a phenomenal growth spurt over the past few years. We work hard to enable each advisor to give their best and reach their fullest potential. In return, we ensure that they receive the best from us. We're committed to empowering our advisors.

Earning Potential

BCG Securities offers a very competitive payout grid with some of the highest payout percentages in the industry. Joining our team, you'll have unlimited opportunity to build a stream of renewable income. You have two choices—a 1099 Independent Contractor or a W-2 Firm employee. Our W-2 employee model allows for full sales support, office space and benefits.

Outstanding Service

At BCG Securities, we feel that outstanding service in our industry has been overlooked. That's where we are different. We offer the following:

  • Access to senior management
  • All direct dial phone numbers
  • ISO 9001 Quality Management Registration
  • Invest significantly in technology

Comprehensive Onboarding Program

We believe our people are our most important asset, and we are committed to supporting them through their professional development. We offer a customized coaching process to ensure that new-hire talent is properly oriented, integrated and developed. This entails identifying specific success factors, selecting relevant and critical “first 100 days” goals, providing coaching support and coordinating communication, as well as managing the expectations of the individuals who will work with you.


We offer free weekly webcasts and innovative seminars in our own BCG University. Seminars cover a wide array of topics and are offered throughout the year.

Annual Conferences

BCG and Pershing hold compliance and sales conferences throughout the year in multiple locations.

Marketing Information

A comprehensive supply of literature for various products is available to you. These items are updated on a regular basis to ensure that advisors have the latest selling tools at their disposal.

Advisor Support

We believe our advisors should be using their skills in front of clients rather than at a keyboard or photocopier. Accordingly, our administration department provides an excellent support system to our advisors.

Client Management System

Our computer database allows us to analyze and prepare detailed client information for our advisors to work through and ensure that we leave no stone unturned—first-class customer service is the core of our success.

Online Account Access

BCG Securities offers online account access for your clients to view their accounts. It also retains three years of statements and tax forms for easy accessibility.

Join Our Growing Team

We have built a successful, client-focused business model and an outstanding work environment where you can grow your business. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career with us.

Please contact:

Adam Paglione

President | BCG Securities

(856) 393-1919

(856) 824-1475

Adam Paglione is the President of BCG Securities, Inc., a full service broker/dealer and registered investment advisory firm specializing in retirement plans and wealth management services for businesses and individuals.

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Christopher M. Baumann

Financial Consultant


After a successful run in Tesla’s Solar and Battery Division as a Regional Channel Manager and stockpiling valuable experience in service-based, client relationships, Chris pivoted his career and became a financial advisor. Chris...

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James O'Donoghue

Chartered Retirement Plan Specialist ®

(856) 824 4166

(856) 824 1475

James is a Financial Advisor and Chartered Retirement Plan Specialist at BCG Securities. James has been the lead advisor for the Employers Association of New Jerseys Retirement Advantage program.

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Jeffrey Garlatti

National Sales Director

(856) 393 1928

(856) 824 1475

After more than a decade of industry experience, Jeff joined BCG Securities in 2018. As national sales director, Jeff’s primary focus is on developing strategic initiatives and support of key accounts.

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Lynn C. Kulzak

Financial Consultant

(310) 540 6303

(856) 824 1475

Lynn has over 25 years of retirement plan and investment experience. During her tenure in the retirement planning industry, Lynn has specialized in 401(k) plan design, plan administrator training, fiduciary support, and employee education.

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Mark Meseroll

Financial Consultant


(856) 824-1475

Mark's focus is to help individuals, families and business owners in the accumulation and protection of wealth. His goal is to understand each individual client’s specific situation and guide them.

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Sean Riley

Financial Consultant

(856) 393 1929

(856) 824 1475

Sean Riley is a graduate of St Joseph’s University with a double major in Finance and Pharmaceuticals. At BCG Securities, Sean focuses on retirement planning for both businesses and individuals.

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Steven Tumminello

Financial Consultant

(856) 393 0925

(856) 824 1475

Steve’s interest in data analytics and interpersonal relationships led him into the world of financial planning. His interest in moving closer to his family brought him all the way from Pittsburgh to BCG.

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Thomas Monahan

Financial Consultant

(856) 649 3637

(856) 824 1475

Thomas's goal was (and remains), to build retirement plan assets through the "value theory" of investing. In his career, he has achieved awards of President's Council (10x) and the Directors Club (2x). 

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