TrueAdvisor
TrueAdvisor
GH
GH

Gregory Hanft

Strategic Blueprint, LLC
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate Planning
Strategic Blueprint, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
3,742 clients
Average Client Portfolio
$714K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$25K

Location

2200 Century Parkway, Suite 500, Atlanta, GA, 30345

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Strategic Blueprint, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Brightworth, LLC
February 2020 - November 2021 · 1 yr 9 mos
MML Investors Services, LLC
August 2017 - January 2020 · 2 yrs 5 mos
MML Investors Services, LLCBroker
June 2016 - January 2020 · 3 yrs 7 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.