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).
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Total Assets Under Management2,173MILLION
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Total Number of Accounts8,013ACCOUNTS
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Average Account Value$271,157
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- 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
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
Ashley Madden (CRD# 4724153) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Greensboro, NC and has over 18 years of experience in the finance industry.
Kelsey Oltmans (CRD# 5158365) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Raleigh, NC and has over 6 years of experience in the finance industry.
Nathan Oltmans (CRD# 5421975) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Raleigh, NC and has over 16 years of experience in the finance industry.
Salvatore Picciallo (CRD# 5243524) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Staten Island, NY and has over 17 years of experience in the finance industry.
Michelle Pommeranz (CRD# 4013615) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Perrysburg, OH and has over 23 years of experience in the finance industry.
Adam Rosier (CRD# 2291416) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Northville, MI and has over 31 years of experience in the finance industry.
Tammy Sartain (CRD# 5980032) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Clemson, SC and has over 8 years of experience in the finance industry.
Amy Shope (CRD# 2899857) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Canfield, OH and has over 17 years of experience in the finance industry.
Julie Sullivan (CRD# 1112088) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Atlanta, GA and has over 40 years of experience in the finance industry.
John Wells (CRD# 2479784) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Charleston, SC and has over 28 years of experience in the finance industry.