Sarah Lee Davis
Investment adviser representative at Blueprint Financial Advisors
11 yearsExperience
3 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
11 years in the industry.
- Maplewood Investments IncApr 2026 to now
- Blueprint Financial AdvisorsMay 2024 to now
- Hemlock Creek Wealth ManagementOct 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 JonesDec 2018 to Oct 2021
- N/aOct 2017 to Jul 2023
- Fit To Thrive, LLCJan 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (GA, 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
- 7050596
- Firm CRD
- 315570