AdFi
DC

David Comings Whitmore

Investment Adviser Representative at STRATEGIC BLUEPRINT, LLC

Brookhaven, GACRD #6945997Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
2 states
Exams Passed
2

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
GeorgiaMassachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/5/2022
SIE
Securities Industry Essentials Examination
Passed 11/16/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $250,000 (Wrap)2.25%
Next $250,000 to $500,000 (Wrap)2.15%
Next $500,000 to $1,000,000 (Wrap)2.00%
Next $1,000,000 to $2,000,000 (Wrap)1.75%
Next $2,000,000 to $5,000,000 (Wrap)1.50%
Above $5,000,000 (Wrap)1.25%
First $250,000 (Non-Inclusive)2.15%
Next $250,000 to $500,000 (Non-Inclusive)2.05%
Next $500,000 to $1,000,000 (Non-Inclusive)1.90%
Next $1,000,000 to $2,000,000 (Non-Inclusive)1.65%
Next $2,000,000 to $5,000,000 (Non-Inclusive)1.40%
Above $5,000,000 (Non-Inclusive)1.15%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Strategic Blueprint, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

STRATEGIC BLUEPRINT, LLCCurrent
12/15/2022Brookhaven, GA
THE STRATEGIC FINANCIAL ALLIANCE
12/5/202212/22/2022Atlanta, GA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at STRATEGIC BLUEPRINT, LLC

Showing 12 of 55 in the directory

View STRATEGIC BLUEPRINT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Comings Whitmore has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Comings Whitmore - Financial Advisor in Brookhaven, GA | AdvisorFinder