Nicholas Andrew Davis
Investment adviser representative at Blueprint Financial Advisors
13 yearsExperience
4 statesRegistered in
$1.4BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Blueprint Financial Advisors LLCMay 2024 to now
- Hemlock Creek Wealth Management LLCOct 2021 to May 2024
- Raymond James Financial Services Advisors, Inc.Oct 2021 to May 2024
- Raymond James Financial Services, Inc.Oct 2021 to May 2024
- Edward JonesJan 2013 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 4 states (GA, MA, NC, NH).
Blueprint Financial Advisors
Legal name: Blueprint Financial Advisors LLC
$1.4BAssets managed
2,330Clients
39Advisers
5 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
- 6150024
- Firm CRD
- 315570