BG Strategic Advisors LLC

Broker-DealerFINRA MemberEst. 2003
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 a limited liability company that has been SEC-registered since 2003. FINTRX classifies the firm as an investment bank and placement agent rather than a traditional asset manager or capital allocator; the record explicitly notes that the firm is not a capital allocator. Ownership is identified as a combination of a domestic entity and an individual. The public record on the firm's advisory activities is sparse. FINTRX marks BG Strategic Advisors LLC as not being an active ESG investor, not a multi-state adviser, not a newly formed adviser, and not a pension consultant. It is also listed as having no related adviser. Specific details about fee schedules, client segments, or the firm’s day-to-day business activities were not provided in the source data.

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
  • James Fisher

    James Fisher

    DirectorCRD 5822557

  • Charles Smulevitz

    Charles Smulevitz

    Senior Compliance ManagerCRD 5099387

  • Todd Wilson

    Todd Wilson

    PresidentCRD 5182345

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