Manish Patel

BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC

ALPHARETTA, GA 30009

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CRD#: 4454840

Professional summary

Manish Patel, CFP® is a registered financial advisor currently at BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC located in Alpharetta, Georgia.

Manish is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Manish has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Manish Pate, Sole Proprietor; Alpharetta Georgia; Investment Related; Insurance Agent; Fixed Insurance Sales; Started 12/2001; Mr. Patel has an active insurance license, however he does not intend to sell any insurance products. No time is spent on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Manish Patel'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®

CFP^®

Certified Financial Planner

Experience

Current

May 18, 2022 - Present

BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC

Office #1: 292 South Main Street, Suite 300, Alpharetta, GA 30009

RIA

CRD#: 319507

ALPHARETTA, GA

Past

March 3, 2003 - May 24, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Alpharetta, GA

Past

October 12, 2001 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 12, 2001 - May 24, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Alpharetta, GA

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.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/18/2022)

IAR

Texas
(10/24/2022)

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

IAR

Series 66

Date: 11/5/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/11/2001

General Securities Representative Examination

Current Firm

BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC

CRD#: 319507 / SEC#:

Georgia

Registered Investment Advisory firm - (5/18/2022 Approved)

Texas

Registered Investment Advisory firm - (10/24/2022 Conditional Restricted)

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Contact information

Main Address

292 South Main Street, Suite 300, Alpharetta, GA 30009

Mailing Address

Phone number

(678) 202-0490

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	210
AUM (Assets Under Management)	$ 88,000,000

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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Manish Patel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Manish Patel's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/5/2001

SIE

Date: 10/1/2018

Series 7

Date: 10/11/2001

Current Firm

BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT PRIVATE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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