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 is described as functioning primarily as an investment bank and placement agent. Ownership is a mix of a domestic entity and an individual. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. It is not described as a multistate adviser, newly formed adviser, pension consultant, or related adviser. The firm did not provide detail about its specific advisory or business activities and no client segmentation or fee schedule was supplied.
Assets & Accounts
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
Charles Smulevitz
Senior Compliance ManagerCRD 5099387

Todd Wilson
PresidentCRD 5182345

James Fisher
DirectorCRD 5822557
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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