Bee Street Advisory Group LLC

CEO

(201) 401-7077 Marty.sergi@beestreetadvisors.com

Contact

Mobile: (201) 401-7077

177 Meeting Street

Suite 410

Charleston, SC 29401

CFP® Certificant, Investment Advisory Representative, Health & Life Insurance

Marty.sergi@beestreetadvisors.com

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Advisory services offered through appropriately registered Investment Adviser Representatives of Strategic Blueprint, LLC. Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC. Certain representatives are also insurance producers, offering insurance products and services through unaffiliated insurance companies. Strategic Blueprint and SFA are affiliated through common ownership but otherwise unaffiliated with Bee Street Advisory Group.

Strategic Blueprint and SFA do not offer tax, legal, banking, or insurance services.

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Visit Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc. for additional disclosures.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

SFA Registered Branch Location

177 Meeting Street

Suite 410A

Charleston, SC 29401