Salvatore
Picciallo

Strategic Blueprint, LLC

CRD#5243524
Investment Advisor
in Staten Island, NY

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About this Advisor

Salvatore Picciallo is a financial advisor operating in Staten Island, New York, with 2 years of industry experience. Picciallo works at Strategic Blueprint, LLC. Their career trajectory has included roles at J.P. Morgan Securities LLC, S.M.G. Realty Corp, Lpl Financial, LLC, The Strategic Financial Alliance, Inc and Strategic Blueprint, LLC. Picciallo has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in New York. Strategic Blueprint, LLC is a registered investment firm headquartered in Atlanta, GA. The firm has offices in 25 locations and a total of 52 advisors. It handles $2 billion in assets between its 6,839 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 10 charitable organizations. Of its 6,839 accounts, 20% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business performs a diverse set 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. Financial management fees largely depend on which service is provided. However, fees charged by Strategic Blueprint, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

2047 Victory Blvd Suite 200
Staten Island, NY 10314

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Strategic Blueprint, LLC Brokerage Details

Total Assets Under Management

$1,647,105,154

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

52

NY Average: 58
Total Number of Accounts

6,839

NY Average: 1,608
Average Account Size

$240,840

NY 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

Salvatore Picciallo Work History

Salvatore has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

The Strategic Financial Alliance, Inc

2021 - Present (3 years)

Strategic Blueprint, LLC

2012 - Present (12 years)

S.M.G. Realty Corp

2020 - 2021 (1 year)

Lpl Financial, LLC

2012 - 2020 (8 years)

J.P. Morgan Securities 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 Salvatore Picciallo 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

Ashley Madden
Greensboro, NC
David Whitmore
Atlanta, GA
Salvatore Picciallo
Staten Island, NY
Donald Johnson
Fairfax, VA
Julie Sullivan
Atlanta, GA
Martin Sergi
North Charleston, SC
Tammy Sartain
Clemson, SC
Brian Lehner
Perrysburg, OH

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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