AC
Amy N. Conley
THE STRATEGIC FINANCIAL ALLIANCE
Greensboro, NC 27410
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CRD#: 2171373
AC
Professional summary
Amy Noelle Conley, who also goes by Amy N Conley, Amy Noelle Conleydunlosky, is a registered financial advisor currently at THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Greensboro, North Carolina and STRATEGIC BLUEPRINT, LLC located in Greensboro, North Carolina.
Amy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Amy has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 27 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amy N Conley | Amy Noelle Conleydunlosky
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.
--1-- AMY CONLEY - NOT INVESTMENT RELATED. 603 DOLLEY MADISON ROAD, STE 200, GREENSBORO, NC 27410, NOTARY. START DATE 07/19/1996. LESS THAN 1 HOUR PER MONTH, DURING TRADING. NOTARY. --2-- STRATEGIC BLUEPRINT, LLC - INVESTMENT RELATED. 603 DOLLEY MADISON ROAD, SUITE 200 GREENSBORO, NC 27410. REGISTERED INVESTMENT ADVISER. INVESTMENT ADVISER REPRESENTATIVE. 08/17/2017. 160 HOURS/MONTH, 130 DURING TRADING. INVESTMENT ADVISER REPRESENTATIVE. OPERATIONS OF DBA OFFERING SERVICES AS IAR OF STRATEGIC BLUEPRINT. --3-- GENCREST CAPITAL PARTNERS, LLC- INVESTMENT RELATED- 603 Dolley Madison Road, Suite 200, GREENSBORO, NC 27410, PARTNER. 11/01/2024. 130 HOURS/MONTH, 130 HOURS/ SECURITIES TRADING HOURS, DBA for financial services, insurance, divorce consulting, tax advisory services. LLC was renamed from Hutchinson Family Office, LLC. Website: www.gencrestcapital.com --4--Name: Greensboro Symphony Endowment Fund Board Position: Trustee Nature: Endowment Fund established to support the Greensboro Symphony Orchestra Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 09/20/2021 Address: 2205 Madison Avenue, Greensboro NC 27403, United States Description: Provide oversite on the management of the endowment fund to the local symphony orchestra
CRS (Client Relationship Summary) - RIA
Click below to view Amy Noelle Conley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 4, 2016 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 603 Dolley Madison Road Ste 200, Greensboro, NC 27410RIA
BD
CRD#: 126514
Greensboro, NC
Current
August 11, 2017 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 603 Dolley Madison Road Suite 200, Greensboro, NC 27410RIA
CRD#: 284840
GREENSBORO, NC
Current
May 4, 2016 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 603 Dolley Madison Road Ste 200, Greensboro, NC 27410RIA
BD
CRD#: 126514
Greensboro, NC
Past
July 2, 2012 - May 11, 2016
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
GREENSBORO, NC
Past
February 2, 2010 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
GREENSBORO, NC
Past
February 2, 2010 - May 10, 2016
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
GREENSBORO, NC
Past
November 12, 2004 - February 16, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
GREENSBORO, NC
Past
May 26, 2004 - February 16, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
GREENSBORO, NC
Past
December 23, 1998 - June 3, 2004
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
March 19, 1997 - November 16, 1998
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
September 23, 1991 - September 25, 1993
UNIVERSITY EQUITIES CORPORATION
BD
CRD#: 16762
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".
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/8/2018)
RR
Florida(5/4/2016)
IAR
Florida(5/5/2016)
RR
Georgia(5/4/2016)
RR
Kentucky(5/4/2016)
RR
Maine(6/16/2017)
RR
North Carolina(5/4/2016)
IAR
North Carolina(8/11/2017)
RR
Ohio(5/4/2016)
RR
Puerto Rico(5/2/2024)
IAR
Puerto Rico(5/9/2024)
RR
South Carolina(5/4/2016)
RR
Texas(5/4/2016)
IAR
Texas(5/4/2016)
RR
Virginia(5/4/2016)
RR
West Virginia(11/20/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 Approved)Upgrade to AdvisorCheck Premium
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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
57
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,067 |
| AUM (Assets Under Management) | $ 2,671,662,109 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC BLUEPRINT, LLC
CRD#: 284840Greensboro, NC 27410TRUST BUT VERIFY
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