Patrick
Self

Strategic Blueprint, LLC

CRD#7458748
Investment Advisor
in Peachtree Corners, GA

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About this Advisor

Patrick Self is a financial advisor based in Peachtree Corners, Georgia, working with Strategic Blueprint, LLC. Patrick has previously held positions at Strata (Part Of Roper Technologies), Epsi (Part Of Allscripts), and Deloitte. Patrick has passed the Series 66 regulatory exam and is registered to provide services in California, Georgia, and Texas. Currently, Patrick is part of Strategic Blueprint, LLC, which operates out of Peachtree Corners, Georgia. The firm has 27 offices and 57 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Strategic Blueprint, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

3930 E. Jones Bridge Road Suite 175
Peachtree Corners, GA 30092

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Strategic Blueprint, LLC Brokerage Details

Total Assets Under Management

$2,172,777,143

GA Average: $3,570,121,308
Total Number of Employees

57

GA Average: 58
Total Number of Accounts

8,013

GA Average: 1,608
Average Account Size

$271,157

GA Average: $2,220,225

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

Patrick Self Work History

2020 - Present (4 years)

Strata (Part Of Roper Technologies)

2016 - 2020 (4 years)

Epsi (Part Of Allscripts)

2013 - 2016 (3 years)

Deloitte

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Disclosures

Please visit the SEC profile of Patrick Self 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

David Whitmore
Atlanta, GA
Caroline Ainsworth
Charleston, SC
Gregory Hanft
Atlanta, GA
Cole Hickman
Greensboro, NC
Ashley Madden
Greensboro, NC
Conner Bourne
Windermere, FL
Bryson Hutchings
Atlanta, GA
Mason Bachelor
Watkinsville, GA

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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