Blueprint Wealth Alliance LLC
Legal Name: BLUEPRINT WEALTH ALLIANCE, LLC
Full Contact Details
Blueprint Wealth Alliance LLC
600 OLD COUNTRY ROAD, SUITE 305, GARDEN CITY, NY
800-894-5122
855-367-1700
Other Info
Blueprint Wealth Alliance, LLC is a Florida-based Limited Liability Company, operating with a team of 4 employees, all of whom are in advisory roles. Despite serving just a small group of 6 clients, the firm has been approved by the U.S. Securities and Exchange Commission, with a registration date of Jul 7, 2016.
Long Island | Buckingham Strategic Wealth
Buckingham’s Long Island team understands that as wealth grows so does the level and complexity of planning.
BLUEPRINT WEALTH ALLIANCE » Designing Your Financial Future
Home ·Why BluePrint ·Four Walls ·Our Beliefs ·Contact Client Portal Access YourFinancial Plan Stay on track with your financial plan! View your financial life including your financial plan, goals, assets, and important documents. Access Your Plan » Track YourInvestment Portfolio Immediate acces…
Direct Owners
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BPW HOLDINGS, LLC
MANAGING MEMBER owns 75% or more
-
GERMAN MAURICIO RAMIREZ
MANAGING DIRECTOR/CIO owns less than 5%
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JEFFREY AARON LEVINE
CEO / DIRECTOR OF FINANCIAL PLANNING owns less than 5%
-
PATRICK MICHAEL KUSTER
CHIEF OPERATIONS OFFICER / CCO owns less than 5%
Indirect Owners
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GERMAN MAURICIO RAMIREZ
MANAGING MEMBER owns more than 25% but less than 50%
-
JEFFREY AARON LEVINE
MANAGING MEMBER owns more than 25% but less than 50%
-
PATRICK MICHAEL KUSTER
MANAGING MEMBER
Firms Located Nearby
- Pursino Advisory Group LLC
- Flynn ZITO Capital Management LLC
- Hilton Capital Management LLC
- United Asset Strategies Inc
- Wilmington Capital Securities LLC
- Private Client Asset Management Inc
- United Wealth Planning LLC
- The Bendix Financial Group Inc
- Stephen J Garry & Associates LLC
- Bolter & Company LLC