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SP

Salvatore Picciallo

STRATEGIC BLUEPRINT
Staten Island, NY 10314
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salvatore Picciallo's CRS (Customer Relationship Summary).
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®
None

Experience

Current

November 22, 2021 - Present

STRATEGIC BLUEPRINT, LLC

Office #1: 2047 Victory Blvd Suite 200, Staten Island, NY 10314
RIA
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 10314
RIA
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
RR
IAR
Series 66
Date: 4/13/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/12/2007
General Securities Representative Examination
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)
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 (39 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts9,067
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.

Company Information

STRATEGIC BLUEPRINT, LLC

CRD#: 284840Staten Island, NY 10314

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