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BLUEPRINT WEALTH ALLIANCE, LLC
BLUEPRINT WEALTH ALLIANCE, LLC
GARDEN CITY, New York
·
4 registered advisors
·
CRD# 284167
SEC# 801-108024
0
800-894-5122
01
Firm Overview
AUM
$80M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BLUEPRINT WEALTH ALLIANCE, LLC
4 registered advisors
Douglas Schiffmiller
GARDEN CITY, New York
CRD# 4222388
German Mauricio Ramirez
GARDEN CITY, New York
CRD# 5005488
Jeffrey Aaron Levine
GARDEN CITY, New York
CRD# 5322983
Patrick Michael Kuster
GARDEN CITY, New York
CRD# 5655190
05
Office Locations
GARDEN CITY, New York
4 advisors
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Data sourced from SEC Form ADV filings. BLUEPRINT WEALTH ALLIANCE, LLC (CRD# 284167) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.