BG Strategic Advisors LLC
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 124448
- Registered since
- May 12, 2003
- Website
- bgstrategicadvisors.com
Firm profile
FINTRXOverview
BG Strategic Advisors LLC is organized as a limited liability company and has been SEC-registered since 2003. The firm is classified as an investment bank and placement agent rather than a traditional registered investment adviser or asset manager. Ownership is listed as a combination of a domestic entity and an individual. Public filings indicate the firm does not act as a capital allocator and is not positioned as a multi-state adviser, pension consultant, or related adviser. The firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Cynthia Jenkins
Chief Compliance OfficerCRD 706510
Contacts
3 of 3
James Fisher
DirectorCRD 5822557

Charles Smulevitz
Senior Compliance ManagerCRD 5099387

Todd Wilson
PresidentCRD 5182345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 525 S Flagler Dr
- Time zone
- ET (UTC-5)
- Office locations
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