Patrick R. Self

STRATEGIC BLUEPRINT

NORCROSS, GA 30092

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CRD#: 7458748

Professional summary

Patrick Ryan Self, who also goes by Ryan Self, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Norcross, Georgia and BIP WEALTH, LLC located in Peachtree Corners, Georgia.

Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Patrick has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Self

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Ryan Self's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 18, 2022 - Present

STRATEGIC BLUEPRINT, LLC

Office #1: 3930 E. Jones Bridge Road Suite 175, Norcross, GA 30092

RIA

CRD#: 284840

NORCROSS, GA

Current

October 2, 2025 - Present

BIP WEALTH, LLC

Office #1: 3930 East Jones Bridge Road 150, Peachtree Corners, GA 30092

RIA

CRD#: 143208

Peachtree Corners, GA

Current

January 25, 2022 - Present

THE STRATEGIC FINANCIAL ALLIANCE, INC.

Office #1: 3930 East Jones Bridge Road 175, Peachtree Corners, GA 30092

RIA

CRD#: 126514

Peachtree Corners, 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".

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.

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

California
(3/18/2022)

IAR

California
(3/18/2022)

Georgia
(11/15/2022)

IAR

Georgia
(11/18/2022)

Ohio
(7/31/2024)

Texas
(1/2/2024)

IAR

Texas
(1/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/4/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/25/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/21/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - APPENDIX 1 (10/13/2025)

ADV PART 2A (10/13/2025)

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	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick R. Self

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Ryan Self's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIP WEALTH, LLC

THE STRATEGIC FINANCIAL ALLIANCE, INC.

Primary Firm SEC Registration

BIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/4/2022

Series 7TO

Date: 1/25/2022

SIE

Date: 7/21/2021

FINRA

Current Firm

BIP WEALTH, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BIP WEALTH, LLC

TRUST BUT VERIFY

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