177 Meeting Street, Suite 410, Charleston, SC 29401

Home
Schedule a Consultation
- Services
Client Portal
About Us
- Our Mission
- Team
Tools
Resource Center
FAQ

Contact

Charleston Office

177 Meeting Street

Suite 410

Charleston, SC 29401

Phone: (201) 401-7077

Mon-Fri: 8:00 AM - 5:00 PM

Have A Question?

Name

Email Address

Message

Thank you! Oops!

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

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

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.

Individualized responses to persons in a state that involve transactions in securities or personalized investment advice for compensation, will not be made absent compliance with state registration requirements or applicable exemption.

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