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TW

Todd W. Wilson

BG STRATEGIC ADVISORS
WEST PALM BEACH, FL 33401
Some features on this profile are disabled
CRD#: 5182345
TW
Todd W WilsonBG STRATEGIC ADVISORS

Professional summary

Todd W Wilson, who also goes by Todd William Wilson, Todd Wilson, is a registered financial professional currently at BG STRATEGIC ADVISORS LLC located in West Palm Beach, Florida.

Todd is registered as a RR (Registered Representative) and started their career in finance in 2007. Todd has worked at 6 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

Aliases

Todd William Wilson | Todd Wilson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Todd W Wilson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 20, 2026 - Present

BG STRATEGIC ADVISORS LLC

Office #1: 525 South Flagler Drive Suite 200, West Palm Beach, FL 33401
BD
CRD#: 124448
WEST PALM BEACH, FL
Past

July 15, 2021 - May 15, 2023

DC ADVISORY

BD
CRD#: 129919
NEW YORK, NY
Past

June 10, 2019 - July 1, 2021

BROWN, GIBBONS, LANG & COMPANY SECURITIES, LLC

BD
CRD#: 29540
Philadelphia, PA
Past

August 22, 2014 - December 7, 2018

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

September 22, 2008 - June 30, 2014

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

September 12, 2007 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/29/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 1/7/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/11/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BG STRATEGIC ADVISORS LLC
BG STRATEGIC ADVISORS LLC | BOTSFORD ASSOCIATES, LLC | BGSA LLC

CRD#: 124448 / SEC#: , 8-65677

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
525 South Flagler Drive Suite 200, West Palm Beach, FL 33401
Mailing Address
525 South Flagler Drive Suite 200, West Palm Beach, FL 33401
Phone number
(561) 932-1600
Established
Delaware since 03/14/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
BGSA HOLDINGS, LLCOWNER
JENKINS, CYNTHIA MADELYNCCO AND FINOP706510
SMULEVITZ, CHARLESMANAGER AND IB PRINCIPAL5099387

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BG STRATEGIC ADVISORS LLC

CRD#: 124448West Palm Beach, FL 33401

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