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Neel Navin Patel

Strategic Blueprint, LLC

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About Neel Navin Patel

Neel Navin Patel is a registered Investment Advisor Representative with Strategic Blueprint, LLC. Neel has been in the financial industry since 2005 and is registered to provide investment advice in Georgia. Neel holds the Series 65 license, which allows him to provide investment advice to individuals and institutions. Neel has a variety of experience in the financial services industry, including working at Algenee Inc, ABC123 Consulting, and Elwood and Goetz. Neel specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Neel provides a variety of advisory services, including financial planning, pension consulting, and educational seminars. Neel is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.

Firm Information

Neel Patel is currently registered with Strategic Blueprint, LLC. Strategic Blueprint, LLC is an investment advisory firm based in Atlanta, Georgia, with over 50 investment adviser representatives. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals and businesses. Strategic Blueprint, LLC manages over $2 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm also participates in wrap fee programs.
Strategic Blueprint, LLC

2200 CENTURY PARKWAY

ATLANTA, GA 30345

$2.17B

Assets Under Management

92

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Family office fees, endorsements

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Neel Patel’s Registration & Firm History

GA

06/14/2023 - Present

Strategic Blueprint, LLC (Watkinsville GA)

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Licenses & Designations

IA

Issued 06/02/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Neel Navin Patel.
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