BG Strategic Advisors LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
West Palm Beach, Florida
CRD number
124448
Registered since
May 12, 2003

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Cynthia Jenkins

    Chief Compliance OfficerCRD 706510

Contacts

3 of 3
  • Charles Smulevitz

    Charles Smulevitz

    Senior Compliance ManagerCRD 5099387

  • Todd Wilson

    Todd Wilson

    PresidentCRD 5182345

  • James Fisher

    James Fisher

    DirectorCRD 5822557

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth