Bayshore Partners, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
131546
Registered since
October 25, 2004

Firm profile

FINTRX

Overview

Bayshore Partners, LLC is a limited liability company that registered with the SEC in 2004 and is classified in FINTRX as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm did not provide descriptive information about its business lines, client types, or affiliations to FINTRX. FINTRX flags the firm as not operating as a capital allocator, not an active ESG investor, not a multistate adviser, not a newly formed adviser, not a pension consultant, and not a related adviser.

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
  • Ryan Smith

    Ryan Smith

    Chief Compliance OfficerCRD 4596415

Contacts

3 of 11
  • Alan Haig

    Alan Haig

    Registered RepresentativeCRD 1727653

  • Scott Saunders

    Scott Saunders

    Managing DirectorCRD 1970956

  • Craig Farlie

    Craig Farlie

    Managing DirectorCRD 2016594

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fort Lauderdale, FL

Broward

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, 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
Broward
Address
550 S Andrews Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth