AdFi
JA

Julie Ann Sullivan

Investment Adviser Representative at STRATEGIC BLUEPRINT, LLC

ATLANTA, GACRD #1112088Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
40 yrs
States Registered
1 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Georgia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/7/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 5/9/1983
Series 14
Compliance Officer Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 3/24/1988
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/20/1988
Series 22
Direct Participation Programs Representative Examination
Passed 5/9/1983

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.

TIMBREL CAPITAL, LLCCurrent
3/19/2019Atlanta, GA
THE STRATEGIC FINANCIAL ALLIANCE, INC.Current
2/8/2011ATLANTA, GA
COMPULIFE INVESTOR SERVICES, INC.
6/11/199712/20/1999ST. CLOUD, MN
CARNEGIE SECURITIES CORPORATION
5/23/199011/26/1990
VANSOUTH SECURITIES, INC.
5/10/19831/9/1988
OLD MUTUAL FINANCIAL NETWORK SECURITIES, INC.
3/28/20074/17/2009BALTIMORE, MD
COMPREHENSIVE FINANCIAL SERVICES, INC.
3/13/199512/31/1995
WORLD GROUP SECURITIES, INC.
2/15/20026/1/2005DULUTH, GA
PLANNED INVESTMENTS INC.
11/27/199012/31/1992ATLANTA, GA
IFG NETWORK SECURITIES, INC.
1/4/19932/5/2002ATLANTA, GA
FIRST ALLIANCE SECURITIES, INC.
1/19/19885/10/1989

Official records & sources

Data as of May 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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. Julie Ann Sullivan 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.