Unclaimed Profile

Jeffrey Aaron Levine

BLUEPRINT WEALTH ALLIANCE, LLC·GARDEN CITY, New York

SIE, Series 7, Series 66CFPClean record17 years registeredBLUEPRINT WEALTH ALLIANCE, LLC

600 OLD COUNTRY ROAD, GARDEN CITY, NY 11530CRD# 5322983Firm CRD# 284167

Profile Verification

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

Identity

Jeffrey Aaron Levine · GARDEN CITY, NY

Registration

CRD #5322983 · BLUEPRINT WEALTH ALLIANCE, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLUEPRINT WEALTH ALLIANCE, LLC

BLUEPRINT WEALTH ALLIANCE, LLC

Aug 2016 – Mar 2020

GARDEN CITY, NY

AMERICAN PORTFOLIOS ADVISORS, INC

Aug 2015 – Aug 2016

HOLBROOK, NY

FIRST ALLIED SECURITIES, INC.

Jul 2012 – Jul 2012

ROCKVILLE CENTRE, NY

FIRST ALLIED ADVISORY SERVICES, INC.

Jul 2012 – Aug 2015

ROCKVILLE CENTRE, NY

FIRST ALLIED SECURITIES, INC.

Jul 2009 – Jul 2012

ROCKVILLE CENTRE, NY

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Jan 2009 – Jul 2009

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 12, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUEPRINT WEALTH ALLIANCE, LLC

CRD 284167 · SEC 801-108024

AUM

$80M

Regulatory assets under management

Employees

393 client accounts

Services offered by BLUEPRINT WEALTH ALLIANCE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BLUEPRINT WEALTH ALLIANCE, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Aaron Levine offer?

Jeffrey Aaron Levine specializes in Financial Planning, Investment Management.

What are Jeffrey Aaron Levine's credentials?

Jeffrey Aaron Levine holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Aaron Levine located?

Jeffrey Aaron Levine is based in GARDEN CITY, New York, last registered with BLUEPRINT WEALTH ALLIANCE, LLC.

How does Jeffrey Aaron Levine charge for services?

Jeffrey Aaron Levine'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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