David J. Armbruster
STRATEGIC BLUEPRINT
North Charleston, SC 29420
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CRD#: 5564750
Professional summary
David Jeffrey Armbruster, CFP®, who also goes by David Armbruster, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in North Charleston, South Carolina.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Armbruster
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. PARTNER AT CORNERSTONE WEALTH & TAX ADVISORY GROUP, INVESTMENT RELATED, 8550 DORCHESTER RD; N. CHARLESTON, SC 29420. POSITION HELD FROM 1/2008 TO PRESENT DEVOTING APPROXIMATELY 200 HOURS PER MONTH. DURING TRADING HOURS APPROX. 6 HOURS /DAY IS SPENT ON THIS OUTSIDE BUSINESS. RESPONSIBLE FOR MANAGING A TEAM OF INSURANCE AGENTS AND OFFERING INSURANCE PRODUCTS. 2. Name: Pure Barre Position: Owner/Sole Proprietor Nature: Fitness Franchise Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 08/01/2015 Address: 919 Houston Northcutt, Mt. Pleasant SC 29464, United States Description: Owner, my wife and I own the business, she is the operator have no day to day duties
CRS (Client Relationship Summary) - RIA
Click below to view David Jeffrey Armbruster'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®
Start date: 2020
Experience
Current
April 1, 2022 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 8550 Dorchester Road, North Charleston, SC 29420RIA
CRD#: 284840
North Charleston, SC
Past
February 18, 2021 - April 15, 2022
INVESTMENT ADVISOR GROUP
RIA
CRD#: 312448
Charleston, SC
Past
July 15, 2008 - February 26, 2021
KEELER & CO., LLC
RIA
CRD#: 125185
N Charleston, SC
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.Highlighted states indicate IAR registrations
IAR
South Carolina(4/1/2022)
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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