Unclaimed Profile

Douglas Schiffmiller

BLUEPRINT WEALTH ALLIANCE, LLC·GARDEN CITY, New York

Clean recordBLUEPRINT WEALTH ALLIANCE, LLC

600 OLD COUNTRY ROAD, GARDEN CITY, NY 11530CRD# 4222388Firm CRD# 284167

Profile Verification

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

Identity

Douglas Schiffmiller · GARDEN CITY, NY

Registration

CRD #4222388 · BLUEPRINT WEALTH ALLIANCE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Douglas Schiffmiller is a registered financial advisor based in GARDEN CITY, New York, affiliated with BLUEPRINT WEALTH ALLIANCE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BLUEPRINT WEALTH ALLIANCE, LLC

AUM

$80M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLUEPRINT WEALTH ALLIANCE, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4222388

Firm CRD# 284167

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Frequently Asked Questions

What services does Douglas Schiffmiller offer?

Douglas Schiffmiller specializes in Financial Planning, Investment Management. Contact their office in GARDEN CITY, New York for a consultation.

What are Douglas Schiffmiller's credentials?

Douglas Schiffmiller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Schiffmiller located?

Douglas Schiffmiller is based in GARDEN CITY, New York, working with BLUEPRINT WEALTH ALLIANCE, LLC. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.

How does Douglas Schiffmiller charge for services?

Douglas Schiffmiller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUEPRINT WEALTH ALLIANCE, LLC?

BLUEPRINT WEALTH ALLIANCE, LLC has approximately 4 employees and manages $80M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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