President · Strategic Blueprint, LLC
Julie Ann Sullivan
CRD 1112088 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Strategic Blueprint, LLC, an SEC-registered wealth manager based in Atlanta, GA with $2.5 billion in regulatory assets, lists Julie Ann Sullivan on its Form ADV as President, a control person. The SEC filings also name Julie at 1 other registered adviser.
Firms and roles
- Strategic Blueprint, LLCPresidentWealth manager · Atlanta, GA · $2.5B in regulatory assets
- The Strategic Financial AlliancePresident, DirectorBroker-dealer firm · Atlanta, GA · $382M in regulatory assets
AtlasMembers
Julie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Julie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Joseph Killingsworth CopelandVice President, Technology and Information, Strategic Blueprint, LLC
- Anna Elise TatumVice President, Finance, Strategic Blueprint, LLC
- Michael BryanEVP, Chief Growth Officer, Strategic Blueprint, LLC
- Gregory HanftChief Compliance Officer, Strategic Blueprint, LLC
- Arthur Bertram GoldsmithSvp, The Strategic Financial Alliance
4 more people named with Julie on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.