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Valerie Natalie Martin

BLUEPRINT CAPITAL ADVISORS LLC·NEWARK, New Jersey
Clean recordBLUEPRINT CAPITAL ADVISORS LLC
45 ACADEMY STREET, NEWARK, NJ 07102CRD# 2365003Firm CRD# 282327

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Valerie Natalie Martin · NEWARK, NJ
Registration
CRD #2365003 · BLUEPRINT CAPITAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Valerie Natalie Martin is a registered financial advisor based in NEWARK, New Jersey, affiliated with BLUEPRINT CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BLUEPRINT CAPITAL ADVISORS LLC
BLUEPRINT CAPITAL ADVISORS LLC
AUM
$1.6B
Regulatory assets under management
Employees
8
Total firm employees
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: INVESTMENT ADVISORY FEE
Regulatory
SEC/IARD CRD# 2365003
Firm CRD# 282327
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Valerie Natalie Martin offer?
Valerie Natalie Martin specializes in Retirement Planning, Wealth Management. Contact their office in NEWARK, New Jersey for a consultation.
What are Valerie Natalie Martin's credentials?
Valerie Natalie Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valerie Natalie Martin located?
Valerie Natalie Martin is based in NEWARK, New Jersey, working with BLUEPRINT CAPITAL ADVISORS LLC. Their office serves clients in the NEWARK metropolitan area and surrounding communities.
How does Valerie Natalie Martin charge for services?
Valerie Natalie Martin's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: investment advisory fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUEPRINT CAPITAL ADVISORS LLC?
BLUEPRINT CAPITAL ADVISORS LLC has approximately 8 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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