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 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
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
2 of 2JAMES FISHER
DirectorCRD 5822557
CHARLES SMULEVITZ
Branch ManagerCRD 5099387
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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