Martin J. Sergi
STRATEGIC BLUEPRINT
North Charleston, SC 29420
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CRD#: 7377857
Professional summary
Martin Joseph Sergi Jr., CFP®, who also goes by Martin Joseph Sergi, Marty Sergi, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in North Charleston, South Carolina.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Martin has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Martin Joseph Sergi | Marty Sergi
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.
Bee Street Advisory Group, Financial and Tax Planning and Compliance, 177 Meeting Street, Suite 410, Charleston, SC 29401, Sole Proprietorship, Owner, CFP� Practitioner and IRS Registered Tax Preparer, 1-1-2018, 40 hours per week or 170 hours per month to this business, no securities trading but available to clients during securities trading hours, assist approximately 125 individual and small business clients with financial, retirement, education, income, social security, risk management, debt management, philanthropic and tax planning and compliance. Cornerstone Wealth Advisory Group, not Investment Related, 8550 Dorchester Road, North Charleston, SC 29401, Insurance Agency, Licensed Health, Life and Accident Producer in states of SC, NJ and GA, 1-8-2018, 20 hours per week or 85 hours per month to this business, no securities trading but available to clients during security trading hours, work with another Licensed Insurance Producer to provide approximately 150-175 individual clients with Medicare, Medicaid and Private Health Insurance Plans, Life Insurance, PDP plans, and other indemnity Insurance Programs. Phoenix Recycling of Florida, LLC, not Investment related, 11985 Palm Lake Drive, Jacksonville, FL 32218, Recycling Firm, Consultant, Lender, Recycling Advisor and Tax/Accounting planner and compliance for fee, 6-8-2018, 10 hours per week or 40 hours per month to this business, no securities trading and no work is done during security trading hours, prepare budgets, internal financial statements, tax returns, advice on product production, licensing and permitting, customer base, partner reporting and financing.
CRS (Client Relationship Summary) - RIA
Click below to view Martin Joseph Sergi Jr.'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: 2021
Experience
Current
June 21, 2021 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 8550 Dorchester Road, North Charleston, SC 29420Office #2: 177 Meeting Street, Suite 410, Charleston, SC 29401RIA
CRD#: 284840
North 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(6/21/2021)
Exams
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.
