Bcr Financial Services, Llc
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ADV data as of Apr 02, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 8
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Wayne Costa | Registered representative | CFP | Dec 1998 (28y) | |
| Jeffrey Thomas Bagley | Registered representative | CFP | Dec 1998 (28y) | |
| Mark Joseph Rychel | Registered representative | CFP | Dec 1998 (28y) | |
| Richard Nicholas Mangieri | Registered representative | Mar 2000 (26y) | ||
| Daniel Joseph Ward | Registered representative | May 2005 (21y) | ||
| David Joseph Ward | Registered representative | May 2005 (21y) | ||
| Andy Ross Schink | Registered representative | Jan 2010 (17y) | ||
| Leo Richard Scalercio | Registered representative | Aug 2012 (14y) | ||
| Michael Vincent Whalen | Registered representative | CFP | Dec 2012 (14y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗