BG STRATEGIC ADVISORS LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
3
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 advisory entity that has been registered with the SEC since 2003. The firm is listed as an unclassified adviser and is owned by a domestic entity/individual structure. Public summary fields identify it neither as a multistate adviser nor as a pension consultant, and it is not designated as a related adviser. Regulatory and profile fields supply limited operational detail about services, fee programs, or client segments. Several standard descriptors in the snapshot are blank or unspecified in the available profile.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • JAMES FISHER

    DirectorCRD 5822557

  • CHARLES SMULEVITZ

    Branch ManagerCRD 5099387

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