Kelly
Sandro

Blueprint Wealth Management

CRD#4977053
Investment Advisor
in The Villages, FL

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About this Advisor

Kelly Sandro is a financial advisor based in The Villages, Florida, working with Blueprint Wealth Management. Kelly has previously held positions at Parady Financial Group, Parady Investments, LLC, and Blueprint Wealth Management LLC. Kelly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Kelly is part of Blueprint Wealth Management, which operates out of The Villages, Florida. The firm has 9 employees and manages assets totaling $108.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Blueprint Wealth Management includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

3602 Kiessel Road
The Villages, FL 32163-2910

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Blueprint Wealth Management Brokerage Details

Total Assets Under Management

$108,901,665

FL Average: $1,855,561,029
Total Number of Employees

9

FL Average: 62
Total Number of Accounts

1,644

FL Average: 2,474
Average Account Size

$66,242

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Kelly Sandro Work History

2016 - Present (9 years)

Blueprint Wealth Management LLC

2012 - Present (13 years)

Parady Financial Group

2013 - 2016 (3 years)

Parady Investments, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kelly Sandro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Blueprint Wealth Management

Kelly Sandro
The Villages, FL
Kathleen Laseter
The Villages, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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