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Cassandra R Stiff

Investment Adviser Representative at BCG Securities, Inc.

Lilburn, GACRD #1905810Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Cassandra R. Stiff is an investment adviser representative in Lilburn, GA, currently registered with Horace MANN Investors, Inc. and BCG Securities, Inc. They have worked in the securities industry since 2002 and have been registered with 4 firms, including Nationwide Securities, LLC and American Family Securities, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Georgia.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia
Broker:
1 state or territory

Georgia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/19/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 2/5/2001
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/20/2000
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 12/20/2000

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

BCG Securities, Inc.Current
8/2/2024 – Lilburn, GA
BCG Securities, Inc.Current
7/31/2024 – Lilburn, GA
Horace MANN Investors, Inc.Current
5/9/2018 – Lilburn, GA
Nationwide Securities, LLC
9/4/2008 – 8/26/2013Columbus, OH
American Family Securities, LLC
3/23/2001 – 6/12/2007Mason, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Horace MANN Companies
    Oct 2013 – no end date reportedSpringfield, IL
  2. Horace MANN Investors, Inc.
    Oct 2013 – no end date reportedSpringfield, IL
  3. BCG Securities, Inc.
    Jul 2024 – no end date reportedCherry Hill, NJ
  4. Horace MANN Investors, Inc.
    May 2018 – no end date reportedSpringfield, IL
  5. BCG Securities, Inc.
    Aug 2024 – no end date reportedCherry Hill, NJ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About BCG Securities, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
Firm account minimum
$25,000 (waivable)
Firm's annual rate schedule by assets
  • Under $100,0001.50%
  • $100,000 to $1,000,0001.00%
  • Over $1,000,0001.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Wealth management, 401(k) plan support and benchmarking, retirement planning, multigenerational wealth planning, life insurance quotes, and financial calculators.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Wealth ManagementRetirement Planning401(k) PlansLife InsuranceMultigenerational PlanningFinancial Planning

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingOther Investment Advisers

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
37
Offices listed on AdvisorFinder:
8
Main office:
Cherry Hill, NJ
SEC file number:
801-56943

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 11, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cassandra R Stiff has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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