Unclaimed Profile

Julie Ann Sullivan

STRATEGIC BLUEPRINT, LLC·ATLANTA, Georgia

SIE, Series 7, Series 14, Series 22, Series 24, Series 63, Series 66Clean record18 years registeredSTRATEGIC BLUEPRINT, LLC

2200 CENTURY PARKWAY, ATLANTA, GA 30345CRD# 1112088Firm CRD# 284840

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie Ann Sullivan · ATLANTA, GA

Registration

CRD #1112088 · STRATEGIC BLUEPRINT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

STRATEGIC BLUEPRINT, LLC

Apr 2021 – present

THE STRATEGIC FINANCIAL ALLIANCE

Aug 2013 – Apr 2021

ATLANTA, GA

ADVISORY SERVICES NETWORK

Jun 2013 – Dec 2013

ATLANTA, GA

FISCO INVESTMENT MANAGEMENT, L.P.

Dec 2009 – Dec 2011

ATLANTA, GA

OLD MUTUAL CAPITAL

Oct 2007 – Apr 2009

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 22

Series 24

Series 63

Series 66

Registration record

First registered · October 1, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

STRATEGIC BLUEPRINT, LLC

CRD 284840 · SEC 801-108531

AUM

$2.2B

Regulatory assets under management

Employees

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

View all advisors at STRATEGIC BLUEPRINT, LLC →

Introduction

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Frequently Asked Questions

What services does Julie Ann Sullivan offer?

Julie Ann Sullivan specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Julie Ann Sullivan's credentials?

Julie Ann Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Ann Sullivan located?

Julie Ann Sullivan is based in ATLANTA, Georgia, working with STRATEGIC BLUEPRINT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Julie Ann Sullivan charge for services?

Julie Ann Sullivan'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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