Broad Street Capital Advisors, LLC Email Format
Financial ServicesGeorgia, United States11-50 Employees
Broad Street Capital Advisors, LLC is an independent investment consulting firm with a team of seasoned credentialed professionals providing independent, objective advice. Broad Street is exceptionally suited to build customized high quality investment programs for corporations, institutions, family groups and individuals that are serious about implementing sound financial strategies. Executive Leadership: R. Patrick Sheridan Jr. AIF Co Founder/ CEO James H. Bozman AIF Co Founder/ Executive Vice President James Mercer Treadwell, CFA Chief Investment Officer Valerie S Smithey CRCP Chief Compliance Officer Edward T Hill AIF Director Retirement Plan Consulting John A Gholson CLU Director of Benefit Consulting --- Locations Athens, Georgia* Macon, Georgia * Denotes Company Headquarters For more information visit our company website at www.bscadvisors.com.