Blueprint Wealth Alliance, LLC

Blueprint Wealth Alliance, LLC (CRD# 284167) is a financial advisory firm headquartered in Garden City, NY. They manage $118,161,555 in 578 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    578
    ACCOUNTS
  • Average Account Value
    $204,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NH, NJ, NY, TX

Financial Advisors at Blueprint Wealth Alliance, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey A. Levine
CRD#: 5322983
600 Old Country Road, Suite 305, Garden City, NY 11530
96
Wealthminder
score

Jeffrey Levine (CRD# 5322983) is an Investment Advisor Representative working at Blueprint Wealth Alliance, LLC in Garden City, NY and has over 9 years of experience in the finance industry. Jeffrey Levine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
German M. Ramirez
CRD#: 5005488
9300 S. Dadeland Blvd, Suite 600, Miami, FL 33156
96
Wealthminder
score

German Ramirez (CRD# 5005488) is an Investment Advisor Representative working at Blueprint Wealth Alliance, LLC in Miami, FL and has over 12 years of experience in the finance industry. German Ramirez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Patrick M. Kuster
CRD#: 5655190
600 Old Country Road, Suite 305, Garden City, NY 11530
93
Wealthminder
score

Patrick Kuster (CRD# 5655190) is an Investment Advisor Representative working at Blueprint Wealth Alliance, LLC in Garden City, NY and has over 8 years of experience in the finance industry.

4
Jeffrey Taraboulos
CRD#: 4126922
9300 S Dadeland Blvd, Suite 600, Miami, FL 33156
93
Wealthminder
score

Jeffrey Taraboulos (CRD# 4126922) is an Investment Advisor Representative working at Blueprint Wealth Alliance, LLC in Miami, FL and has over 9 years of experience in the finance industry.

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