David
Whitmore
Strategic Blueprint, LLC
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About this Advisor
David Whitmore is a financial advisor operating in Atlanta, Georgia who has 1 year of relevant experience. Whitmore is on the advisory team at Strategic Blueprint, LLC. Whitmore has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Notre Dame, Ct Energy Store, Intuit Inc, Family Wealthcare LLC, Canon Recruiting, Rescare, The Strategic Financial Alliance, Inc and Strategic Blueprint, LLC. Whitmore holds a Series 65 license, qualifying them as an investment advisor representative, and can work in California. Strategic Blueprint, LLC is an advisory firm that has its headquarters in Atlanta, GA. It has offices in 25 locations and a total of 52 employees. It oversees $2 billion in assets between its 6,839 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 6,839 accounts, 20% belong to high-net-worth individuals who have more than $1 million in assets. Strategic Blueprint, LLC offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors depend on which service is offered. However, fees charged by Strategic Blueprint, LLC most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Blueprint, LLC Brokerage Details
$1,647,105,154
52
6,839
$240,840
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
David Whitmore Work History
David has been registered as a financial advisor for 1 years.*
Strategic Blueprint, LLC
The Strategic Financial Alliance, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Canon Recruiting
Family Wealthcare LLC
University Of Notre Dame
Rescare
University Of Notre Dame
Intuit Inc
Family Wealthcare LLC
Ct Energy Store
Family Wealthcare LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Whitmore 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 Strategic Blueprint, LLC
Staten Island, NY
Atlanta, GA
Fairfax, VA
Greensboro, NC
Rutherford, NJ
Atlanta, GA
Peachtree Corners, GA
Clemson, SC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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