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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Sfa Holdings, Inc. 7 months, 2 weeks Dec 2018 - Present
Timbrel Capital, LLC 1 year Jul 2018 - Present
S&G, Inc. 1 year, 7 months Jan 2014 - Aug 2015
The Strategic Financial Alliance, Inc. 5 years, 4 months Aug 2013 - Dec 2018
Advisory Services Network, LLC 8 months Dec 2012 - Aug 2013
Mainstay Capital Markets Consultants, Inc. 1 year, 6 months Feb 2012 - Aug 2013
The Strategic Financial Alliance, Inc. 8 years, 6 months Jan 2011 - Present
Fisco Appreciation Management LLC 1 year, 6 months Jul 2010 - Jan 2012
Mvs Management LLC 1 year, 3 months Jul 2010 - Oct 2011
Fisco Investment Management 2 years, 4 months Sep 2009 - Jan 2012
Self-Employed 4 months May 2009 - Sep 2009
Old Mutual Financial Network 1 year, 1 month Mar 2008 - Apr 2009
Old Mutual Financial Network Securities, Inc. 1 year, 1 month Mar 2008 - Apr 2009
Old Mutual Capital 1 year, 6 months Oct 2007 - Apr 2009
Old Mutual Business Services 2 years, 1 month Mar 2007 - Apr 2009
Are You
Julie Ann Sullivan?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 1, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 21, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Strategic Blueprint, LLC

Last updated on April 12, 2019
    • $244.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 919
      Accounts
    • $265.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Other
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