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Salvatore Picciallo

Strategic Blueprint, LLC

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About Salvatore Picciallo

Salvatore Picciallo is a financial advisor with over 13 years of experience in the financial services industry. Salvatore is currently registered with Strategic Blueprint, LLC in Staten Island, NY. Salvatore is also registered as an Investment Advisor Representative (IAR) in New York. Prior to joining Strategic Blueprint, LLC, Salvatore worked as a financial advisor for LPL Financial LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp., Salvatore holds Series 7 and 66 securities licenses and the SIE exam. Salvatore's areas of expertise include financial planning, portfolio management, and pension consulting.

Firm Information

Salvatore Picciallo 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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Salvatore Picciallo’s Registration & Firm History

NY

11/22/2021 - Present

Strategic Blueprint, LLC (Staten Island NY)

NY

10/16/2020 - 12/17/2021

LPL FINANCIAL LLC (STATEN ISLAND NY)

NY

10/01/2012 - 10/27/2020

J.P. MORGAN SECURITIES LLC (STATEN ISLAND NY)

NY

01/20/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (STATEN ISLAND NY)

NY

09/30/2008 - 02/12/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STATEN ISLAND NY)

NJ

01/15/2007 - 09/29/2008

UBS FINANCIAL SERVICES INC. (EDISON NJ)

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Licenses & Designations

BOTH

Issued 04/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Salvatore Picciallo.
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