Martin J. Siesta

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CRD#: 2052883

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Martin James Siesta was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1990. Martin had worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 21, 2018 - June 30, 2023

STRATEGIC BLUEPRINT, LLC

RIA

CRD#: 284840

Venice, FL

Past

October 11, 2005 - June 30, 2023

COMPASS WEALTH MANAGEMENT, LLC

RIA

CRD#: 136273

RUTHERFORD, NJ

Past

September 2, 2005 - February 14, 2019

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA

CRD#: 126514

Rutherford, NJ

Past

September 2, 2005 - February 14, 2019

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD#: 126514

Rutherford, NJ

Past

July 31, 2002 - September 12, 2005

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

PARAMUS, NJ

Past

January 31, 1997 - September 12, 2005

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

January 31, 1997 - September 12, 2005

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

April 10, 1995 - December 20, 1996

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

November 4, 1992 - May 4, 1993

COMMERZBANK CAPITAL MARKETS CORP.

CRD#: 21787

NEW YORK, NY

Past

April 24, 1990 - December 14, 1990

M&T SECURITIES, INC.

CRD#: 17358

BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC BLUEPRINT, LLC

CRD#: 284840 / SEC#: 801-108531

RIA

Registered Investment Advisory firm - (10/28/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/15/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/21/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/12/2001

General Securities Principal Examination

Current Firm

STRATEGIC BLUEPRINT, LLC

CRD#: 284840 / SEC#: 801-108531

RIA

Registered Investment Advisory firm - (10/28/2016 Approved)

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Contact information

Main Address

2200 Century Parkway Suite 500, Atlanta, GA 30345

Mailing Address

Phone number

(678) 954-4130

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STATEGIC BLUEPRINT DISCLOSURE BROCHURE (5/21/2025)

FAMILY OFFICES SERVICES (3/28/2025)

STRATEGIC BLUEPRINT ADVISOR DIRECTED ACCOUNT PROGRAM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	9,067
AUM (Assets Under Management)	$ 2,671,662,109

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Martin J. Siesta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COMPASS WEALTH MANAGEMENT, LLC

THE STRATEGIC FINANCIAL ALLIANCE, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

MOMENTUM INDEPENDENT NETWORK INC.

COMMERZBANK CAPITAL MARKETS CORP.

M&T SECURITIES, INC.

Primary Firm SEC Registration

STRATEGIC BLUEPRINT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/15/1992

SIE

Date: 10/1/2018

Series 7

Date: 4/21/1990

Series 24

Date: 10/12/2001

Current Firm

STRATEGIC BLUEPRINT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC BLUEPRINT, LLC

TRUST BUT VERIFY

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