CE
Chad J. Edwards
THE STRATEGIC FINANCIAL ALLIANCE
Peachtree Corners, GA 30092
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CRD#: 5437543
CE
Professional summary
Chad Joseph Edwards, who also goes by Chad Edwards, is a registered financial advisor currently at THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Peachtree Corners, Georgia and STRATEGIC BLUEPRINT, LLC located in Peachtree Corners, Georgia.
Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Chad has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chad Edwards
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 - FIXED INSURANCE SALES - INVESTMENT RELATED - NORCROSS, GA - FIXED INSURANCE SALES/SERVICES THROUGH VARIOUS PRODUCT PROVIDERS, E.G., BUCKHEAD BROKERAGE PARTNERS - AGENT - 09/2021 - 1 HOUR/MONTH, 0 DURING TRADING - INSURANCE SALES. 2 - Prehmus Financial Partners is an investment-related business located at 3930 East Jones Bridge Road. The business operates in a broker-dealer relationship with Strategic Financial Alliance. Advisor/Partner. Relationship started April 2025. Approximately 10 hours devoted to this business a month. 3-- Name: BIP Wealth, LLC Position: Employee - W2 Nature: Registered Investment Advisor Investment Related: Yes Hours: 175 Securities Trading Hours: 140 Start Date: 10/01/2025 Address: 3575 Piedmont Road, Building 15, Suite 730 Atlanta, Georgia 30305 Description: Financial advisor - managing client accounts and financial planning.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Joseph Edwards'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
August 2, 2016 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 3930 East Jones Bridge Road 175, Peachtree Corners, GA 30092RIA
BD
CRD#: 126514
Peachtree Corners, GA
Current
January 4, 2021 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 3930 East Jones Bridge Rd Suite 175, Peachtree Corners, GA 30092RIA
CRD#: 284840
PEACHTREE CORNERS, GA
Current
October 2, 2025 - Present
BIP WEALTH, LLC
Office #1: 3930 East Jones Bridge Road 150, Peachtree Corners, GA 30092RIA
CRD#: 143208
Peachtree Corners, GA
Current
May 4, 2015 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 3930 East Jones Bridge Road 175, Peachtree Corners, GA 30092RIA
BD
CRD#: 126514
Peachtree Corners, GA
Past
October 30, 2009 - May 5, 2015
ALLIANZ LIFE FINANCIAL SERVICES, LLC
BD
CRD#: 612
MINNEAPOLIS, MN
Past
January 9, 2009 - October 27, 2009
TRANSAMERICA CAPITAL, LLC
BD
CRD#: 8217
DENVER, CO
Past
November 5, 2007 - November 19, 2008
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
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".
BW
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC
CRD#: 143208 / SEC#: 801-68882
RIA
Registered Investment Advisory firm - (2/20/2008 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
Alabama(1/7/2017)
RR
California(10/3/2016)
RR
Colorado(1/10/2017)
RR
Florida(10/26/2016)
RR
Georgia(5/4/2015)
IAR
Georgia(8/2/2016)
RR
Illinois(5/4/2015)
RR
Kentucky(1/4/2017)
RR
Massachusetts(12/2/2016)
RR
North Carolina(1/10/2017)
RR
South Carolina(11/5/2015)
RR
Tennessee(1/9/2017)
RR
Texas(1/4/2017)
IAR
Texas(1/3/2024)
IAR
Texas(10/2/2025)
RR
Virginia(1/4/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC
CRD#: 143208 / SEC#: 801-68882
RIA
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Contact information
Main Address
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305
Mailing Address
Phone number
(404) 495-5230
Established
Firm type
Fiscal year end
# of Employees
77
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,697 |
| AUM (Assets Under Management) | $ 4,460,675,379 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
