Martin Joseph Sergi

Current Employers

Employment History

• 05/2021 → Present
  Strategic Blueprint, Llc
  Atlanta, GA
• 02/2011 → 11/2017
  Viva Recycling Group, Llc
  Moncks Corner, SC
• 06/2018 → Present
  Phoenix Recycling Group, Llc
  Jacksonville, FL
• 04/2017 → 03/2020
  Uber
  Charleston, SC
• 12/2017 → Present
  Cornerstone Wealth Advisory Group/Bee Street Advisors
  North Charleston, SC

Other Businesses

1). Bee Street Advisory Group, Financial and Tax Planning and Compliance, 177 Meeting Street, Suite 410, Charleston, SC 29401, Sole Proprietorship, Owner, CFP® Practitioner and IRS Registered Tax Preparer, 1-1-2018, 40 hours per week or 170 hours per month to this business, no securities trading but available to clients during securities trading hours, assist approximately 125 individual and small business clients with financial, retirement, education, income, social security, risk management, debt management, philanthropic and tax planning and compliance. 2). Insurance Producer; Investment related, 177 Meeting Street, Suite 410 Charleston, SC 29401, 07/01/2024; Sale of Health, Life Insurance and Fixed and Indexed Annuities. Owner/Sole Proprietor; Duties: Evaluate and place Insurance based products as needed by clients, such as Medicare Secondary Insurance, Term and Universal Life Insurance, Fixed and Fixed Indexed Annuities; Approximate number of hours per month: 80; Approximate number of hours during securities trading hours: 40

Designations

Other Names

• Marty Sergi
• Martin Joseph Sergi