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Patrick Michael Kuster

BLUEPRINT WEALTH ALLIANCE, LLC·GARDEN CITY, New York
SIE, Series 6, Series 63, Series 65CFPClean record9 years registeredBLUEPRINT WEALTH ALLIANCE, LLC
600 OLD COUNTRY ROAD, GARDEN CITY, NY 11530CRD# 5655190Firm CRD# 284167

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Michael Kuster · GARDEN CITY, NY
Registration
CRD #5655190 · BLUEPRINT WEALTH ALLIANCE, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

Jul 2024present
Aug 2020Jul 2024
GARDEN CITY, NY
Jun 2017Mar 2020
GARDEN CITY, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · June 21, 2017
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUEPRINT WEALTH ALLIANCE, LLC
CRD 284167 · SEC 801-108024
AUM
$80M
Regulatory assets under management
Employees
4
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
Introduction

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05

Frequently Asked Questions

What services does Patrick Michael Kuster offer?
Patrick Michael Kuster specializes in Financial Planning, Investment Management. Contact their office in GARDEN CITY, New York for a consultation.
What are Patrick Michael Kuster's credentials?
Patrick Michael Kuster holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Patrick Michael Kuster located?
Patrick Michael Kuster 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 Patrick Michael Kuster charge for services?
Patrick Michael Kuster'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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