Mark Weiner
Advisor at BC Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BC Advisors, LLC
Location
Mt. Laurel, NJ 08054
Credentials
Series 66
Industry experience
2 years
About
Mark Weiner is a financial advisor at BC Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with MAFG RIA Services, Inc. and Tristar Insurance Group. BC Advisors, LLC provides ongoing investment advisory services, portfolio analysis, and consolidated performance reporting to individuals, trusts, pension and profit-sharing plans, corporations, estates, and other entities. The firm employs fundamental analysis supplemented by charting and cyclical analysis and offers a broad range of investment strategies, including equities, options, fixed income, ETFs, private funds, and alternative investments.
Fee options
$0 - $50,000,000: 0.50% $50,000,001 - $100,000,000: 0.40% $100,000,001+: Negotiable
Commissions may be charged for certain products sold by some Firm personnel; these commissions are in addition to advisory fees and may be offset by advisory fees depending on the arrangement
Minimum fee: $50,000 minimum annual fee per account Fee-only: Investment advisory fees based on assets under management, paid quarterly in arrears
Location
102 Gaither Drive, Suite 5
Mt. Laurel, NJ 08054
Most active in
Mark W has reported serving >5 clients in these states in the last 12 months.
New Jersey
Work history
BC Advisors, LLC
2025 - Present (1 year)
MAFG RIA Services, Inc.
2021 - Present (5 years)
Tristar Insurance Group
2012 - 2021 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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