TC
Timothy M. Conrad
STRATEGIC BLUEPRINT
Raleigh, NC 27615
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CRD#: 6432204
TC
Professional summary
Timothy Marshal Conrad, CFP® 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.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Timothy has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE 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. ) Name: Tucker Insurance Services Position: Agent Nature: Fixed Life Insurance Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 08/16/2023 Address: 7003 North Ridge Rd, Raleigh NC 27615, United States Description: We refer clients to Eric Tucker 2. Name: Strategic Blueprint, LLC Position: Independent Contractor Nature: Registered Investment Advisor Investment Related: Yes Hours: 160 Securities Trading Hours: 160 Start Date: 10/06/2023 Address: 2301 Stonehenge Dr., Suite 210, Raleigh NC 27615, United States Description: Advisory Services 3. Name: Cornerstone Wealth Management Position: Employee - W2 Nature: Doing business as name for financial services company Investment Related: Yes Hours: 160 Securities Trading Hours: 160 Start Date: 02/19/2018 Address: 2301 Stonehenge Dr., Suite 210, Raleigh NC 27615, United States Description: Advisor
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Marshal Conrad'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®
Experience
Current
October 6, 2023 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 2301 Stonehenge Drive, Ste. 210, Raleigh, NC 27615RIA
CRD#: 284840
Raleigh, NC
Current
October 3, 2023 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 2301 Stonehenge Drive 210, Raleigh, NC 27615RIA
BD
CRD#: 126514
Raleigh, NC
Past
July 27, 2017 - February 22, 2018
MONSOUR ADVISORY SERVICES, INC.
RIA
CRD#: 134333
ROANOKE, VA
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
North Carolina(10/6/2023)
IAR
North Carolina(10/6/2023)
RR
Virginia(6/6/2024)
IAR
Virginia(11/21/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/3/2023
General Securities Representative ExaminationGeneral 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC BLUEPRINT, LLC
CRD#: 284840Raleigh, NC 27615TRUST BUT VERIFY
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