SP
Salvatore Picciallo
STRATEGIC BLUEPRINT
Staten Island, NY 10314
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CRD#: 5243524
SP
Professional summary
Salvatore Picciallo is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Staten Island, New York and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Staten Island, New York.
Salvatore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Salvatore has worked at 7 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.
1) 2011 - Real Estate Rental - SMG Realty - Investment Related - 0% - 133 Bennett Place, Staten island, NY 10312 2) MetaParadigm Wealth Management, LLC - DBA: MetaParadigm Wealth Management Investment Related At Reported Business Location(s) - DBA for marketing financial services Start Date: 4/26/2021 30 Hours Per Month/5 Hours During Securities Trading. 3) Name: Fixed Insurance Position: Owner/Sole Proprietor Nature: Fixed Annuities and Fixed Insurance. Investment Related: Yes Hours: 2 Securities Trading Hours: 8 Start Date: 10/20/2021 Address: 2047 Victory Blvd, Ste 200, Staten Island NY 10314, United States Description: recommend fixed insurance products and perform due diligence and maintain licenses.
CRS (Client Relationship Summary) - RIA
Click below to view Salvatore Picciallo'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
November 22, 2021 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 2047 Victory Blvd Suite 200, Staten Island, NY 10314RIA
CRD#: 284840
Staten Island, NY
Current
November 22, 2021 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 2047 Victory Blvd Suite 200, Staten Island, NY 10314RIA
BD
CRD#: 126514
Staten Island, NY
Past
October 16, 2020 - December 17, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
STATEN ISLAND, NY
Past
October 16, 2020 - December 17, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
STATEN ISLAND, NY
Past
October 1, 2012 - October 27, 2020
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
STATEN ISLAND, NY
Past
October 1, 2012 - October 27, 2020
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
STATEN ISLAND, NY
Past
January 25, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
STATEN ISLAND, NY
Past
January 20, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
STATEN ISLAND, NY
Past
September 30, 2008 - February 12, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
STATEN ISLAND, NY
Past
September 30, 2008 - February 12, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
STATEN ISLAND, NY
Past
April 16, 2007 - September 29, 2008
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
EDISON, NJ
Past
January 15, 2007 - September 29, 2008
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
EDISON, NJ
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(11/22/2021)
RR
Colorado(2/15/2024)
RR
Connecticut(11/22/2021)
RR
Delaware(9/20/2023)
RR
Florida(11/22/2021)
RR
Georgia(11/22/2021)
RR
Massachusetts(2/15/2024)
RR
New Jersey(11/22/2021)
RR
New York(11/22/2021)
IAR
New York(11/22/2021)
RR
North Carolina(2/19/2024)
RR
Pennsylvania(11/22/2021)
RR
Texas(11/22/2021)
RR
Virginia(11/22/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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
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.
