Patrick
Self
Strategic Blueprint, LLC
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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
Services Offered
Fee Structure
Office Location
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Strategic Blueprint, LLC Brokerage Details
$2,172,777,143
57
8,013
$271,157
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
Strata (Part Of Roper Technologies)
Epsi (Part Of Allscripts)
Deloitte
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
Atlanta, GA
Windermere, FL
Charleston, SC
Atlanta, GA
Greensboro, NC
Greensboro, NC
Charleston, SC
Peachtree Corners, GA
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