David Comings Whitmore
Investment adviser representative at Strategic Blueprint, LLC
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Strategic Blueprint, LLCMay 2021 to now
- The Strategic Financial Alliance, Inc.May 2021 to now
- Buckman BuckmanApr 2003 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (GA, MA).
Strategic Blueprint, LLC
$2.5BAssets managed
3,506Clients
54Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4644356
- Firm CRD
- 284840