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Anna Elise Tatum

STRATEGIC BLUEPRINT, LLC·ATLANTA, Georgia
SIE, Series 27, Series 99TOClean recordSTRATEGIC BLUEPRINT, LLC
2200 CENTURY PARKWAY, ATLANTA, GA 30345CRD# 7273094Firm CRD# 284840

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anna Elise Tatum · ATLANTA, GA
Registration
CRD #7273094 · STRATEGIC BLUEPRINT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
STRATEGIC BLUEPRINT, LLC
CRD 284840 · SEC 801-108531
AUM
$2.2B
Regulatory assets under management
Employees
56
8,013 client accounts
Services offered by STRATEGIC BLUEPRINT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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04

Frequently Asked Questions

What services does Anna Elise Tatum offer?
Anna Elise Tatum specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Anna Elise Tatum's credentials?
Anna Elise Tatum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anna Elise Tatum located?
Anna Elise Tatum is based in ATLANTA, Georgia, working with STRATEGIC BLUEPRINT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Anna Elise Tatum charge for services?
Anna Elise Tatum's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, other: family office fees, endorsements. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC BLUEPRINT, LLC?
STRATEGIC BLUEPRINT, LLC has approximately 56 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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