Patrick
Self
Strategic Blueprint, LLC
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About this Advisor
Patrick Self is a financial advisor operating in Peachtree Corners, Georgia with a total of 1 year of industry experience. Self is currently employed by Strategic Blueprint, LLC. Self has gained experience at Strata (Part Of Roper Technologies), Epsi (Part Of Allscripts), Deloitte and Duke University. Self maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in California and Georgia. Strategic Blueprint, LLC is an advisory company based in Atlanta, GA. The firm has offices in 25 locations and a total of 52 financial advisors. It has $2 billion in total assets across its 6,839 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 10 charities and foundations. Of its 6,839 client accounts, 20% belong to high-net-worth clients who have greater than $1 million in assets. The firm provides a diverse assortment 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 are based on which services the firm provides the client. Fee types charged by Strategic Blueprint, LLC can include any combination 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
Patrick Self Work History
Patrick has been registered as a financial advisor for 1 years.*
Strata (Part Of Roper Technologies)
Epsi (Part Of Allscripts)
Deloitte
Duke University
*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 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
Staten Island, NY
Fairfax, VA
Greensboro, NC
North Charleston, SC
Rutherford, NJ
Atlanta, GA
Peachtree Corners, GA
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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