Strategic Blueprint, LLC

Strategic Blueprint, LLC (CRD# 284840) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,172,777,143 in 8,013 accounts and serve the financial needs of clients across 40 states (or territories).

Current Firm Details
2200 Century Parkway, Suite 500, Atlanta, GA 30345
https://www.strategicblueprint.net
By the Numbers
  • Total Assets Under Management
    2,173
    MILLION
  • Total Number of Accounts
    8,013
    ACCOUNTS
  • Average Account Value
    $271,157
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WV

Financial Advisors at Strategic Blueprint, LLC
Showing 31 - 35 of 35 top financial advisors.
31
Neel Patel, financial advisor Watkinsville GA
Neel N. Patel
CRD#: 7760174
3651 Mars Hill Road, Suite 3100-b, Watkinsville, GA 30677

Neel Patel (CRD# 7760174) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Watkinsville, GA and has 1 year of experience in the finance industry.

32
Patrick Self, financial advisor Norcross GA
Patrick R. Self
CRD#: 7458748
3930 E. Jones Bridge Road, Suite 175, Norcross, GA 30092

Patrick Self (CRD# 7458748) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Norcross, GA and has over 2 years of experience in the finance industry.

33
Martin Sergi, financial advisor North Charleston SC
Martin J. Sergi
CRD#: 7377857
8550 Dorchester Road, North Charleston, SC 29420

Martin Sergi (CRD# 7377857) is an Investment Advisor Representative working at Strategic Blueprint, LLC in North Charleston, SC and has 1 year of experience in the finance industry.

34
David Whitmore, financial advisor Atlanta GA
David C. Whitmore
CRD#: 6945997
Atlanta, GA

David Whitmore (CRD# 6945997) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

35
Kevin Ebbink, financial advisor Winston Salem NC
Kevin J. Ebbink
CRD#: 4909214
108 Cambridge Plaza Dr, Suite B, Winston Salem, NC 27104

Kevin Ebbink (CRD# 4909214) is an Investment Advisor Representative working at Compass Financial Services, Inc. in Winston Salem, NC and has over 15 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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