Neel Navin Patel
Investment adviser representative at Strategic Blueprint, LLC
21 yearsExperience
1 stateRegistered in
$2.5BFirm assets
9 yearsFirm in business
Are you Neel Navin Patel? Claim your profile
Contact this firm
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
21 years in the industry.
- Strategic Blueprint, LLCJun 2023 to now
- Abc123 ConsultingOct 2007 to now
- Elwood and GoetzJun 2021 to Aug 2021
- Algenee IncOct 2005 to Jul 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7760174
- Firm CRD
- 284840