Nicholas Hale Stevens
Investment Adviser Representative at Strategic Blueprint, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nicholas Hale Stevens is an investment adviser representative with Strategic Blueprint, LLC in Fairfax, VA, where they have been registered since 2025, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Virginia.
Registrations & licenses
- Investment adviser:
- Virginia
- Broker:
1 state or territory
Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Strategic Financial Alliance, Inc.Sep 2025 – no end date reportedAtlanta, GA
- Ivory HomesMay 2023 – Jun 2025Salt Lake City, UT
- Model Match, Inc.May 2020 – May 2023San Clemente, CA
- StanceSep 2018 – Mar 2020San Clemente, CA
- Deloitte & Touche, LLCSep 2016 – Sep 2018Rosslyn, VA
- Strategic Blueprint, LLCSep 2025 – no end date reportedAtlanta, GA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Blueprint, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
- Other
- Firm account minimum
- $25,000 (waivable)
- 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%
+8 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Platform services for independent advisory firms including growth support, technology to streamline advisor tasks, and a community of independent financial advisors.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 55
- Offices listed on AdvisorFinder:
- 21
- Main office:
- Atlanta, GA
- SEC file number:
- 801-108531
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 7, 2026
View full firm profileOther advisors at Strategic Blueprint, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas Hale Stevens 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.
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