Brett Dysart, financial advisor Raleigh NC

Brett Dysart

CRD Number: 5629988
Current Firm: Strategic Blueprint, LLC

Brett Dysart (CRD# 5629988) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Raleigh, NC and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Blueprint, LLC Atlanta, GA Jul 2019 - Current 4
The Strategic Financial Alliance, Inc. Atlanta, GA Dec 2008 - Current 15
Cornerstone Wealth Management, LLC Raleigh, NC Dec 2008 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Brett E. Dysart
Phone Number: 678-954-4130
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,647
    MILLIONS
  • Total Number of Accounts
    6,839
    ACCOUNTS
  • Average Account Value
    $240,840
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

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

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