BD
Brett E. Dysart
STRATEGIC BLUEPRINT
Raleigh, NC 27615
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CRD#: 5629988
BD
Professional summary
Brett E. Dysart is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Raleigh, North Carolina and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Raleigh, North Carolina.
Brett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Brett has worked at 2 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. BLACKBERRY RIDGE. NOT INVESTMENT RELATED. 306 OLD MEGS LANE, BOONE, NC 28607. RENTAL PROPERTY. OWNER. 10/2015. 1 HOUR/MONTH, 0 DURING TRADING. OWNER. 2. CAMEO DESIGN, LLC. NOT INVESTMENT RELATED. 7500 SEXTONS CREEK DRIVE RALEIGH NC 27614. REAL ESTATE - RE-MODELS, BUILDING SPEC AND PRE-SALE HOMES, OFFERING CONSULTING FOR A FEE. OWNER. 5/2018. LESS THAN ONE HOUR PER MONTH, 0 DURING TRADING. NO DUTIES AND RESPONSIBILITIES - ALL DAY-TO-DAY DUTIES CONDUCTED BY OTHER OWNER OF LLC. 3. CORNERSTONE WEALTH MANAGEMENT, LLC. INVESTMENT RELATED. 2301 STONEHENGE DRIVE #210, RALEIGH, NC 27615. DOING BUSINESS AS NAME FOR FINANCIAL SERVICES. PARTNER. 12/2008. 160 HOURS/MONTH, 130 DURING TRADING. CLIENT FINANCIAL ADVISOR AND CHIEF BUSINESS DEVELOPMENT OFFICER. 4. TUCKER INSURANCE SERVICES. INVESTMENT RELATED. 7003 NORTH RIDGE RD, RALEIGH NC 27615. FIXED LIFE INSURANCE. AGENT. 11/2019. 1 HOUR/MONTH, DURING TRADING. REFER CLIENTS TO TUCKER INSURANCE WHEN THEY HAVE FIXED INSURANCE NEEDS. 5. STRATEGIC BLUEPRINT, LLC. INVESTMENT RELATED. 2301 STONEHENGE DRIVE #210, RALEIGH, NC 27615. REGISTERED INVESTMENT ADVISER. INVESTMENT ADVISER REPRESENTATIVE. 7/2019. 160 HOURS/MONTH, DURING TRADING (SPLIT TIME WITH BROKER DEALER AND DBA). PROVIDE FINANCIAL ADVICE TO CLIENTS. 6. Name: Lake Escape, LLC Position: Owner/Sole ProprietorNature: vacation rental property Investment Related: No Hours: 4 / Securities Trading Hours: 0 Start Date: 12/01/2023 Address: 128 Boyd Drive, Bracey VA 23919, United States Description: Rent the property
CRS (Client Relationship Summary) - RIA
Click below to view Brett E. Dysart'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
July 9, 2019 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 2301 Stonehenge Drive 210, Raleigh, NC 27615RIA
CRD#: 284840
Raleigh, NC
Current
August 12, 2009 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 2301 Stonehenge Drive 210, Raleigh, NC 27615RIA
BD
CRD#: 126514
Raleigh, NC
Past
April 28, 2010 - January 3, 2022
THE STRATEGIC FINANCIAL ALLIANCE, INC.
RIA
CRD#: 126514
ATLANTA, GA
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(11/30/2016)
RR
Florida(11/14/2019)
RR
Georgia(8/2/2023)
RR
Maine(6/29/2023)
RR
North Carolina(4/28/2010)
IAR
North Carolina(7/9/2019)
IAR
Texas(1/26/2022)
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
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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Company Information
STRATEGIC BLUEPRINT, LLC
CRD#: 284840Raleigh, NC 27615TRUST BUT VERIFY
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