David Jeffrey Armbruster

Employer firm

Strategic Blueprint, LLC CRD 284840

$2.54B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → 04/2022
  Investment Advisor Alliance
  Harrington Park, NJ
• 01/2008 → Present
  Cornerstone Wealth And Tax Advisory Group
  North Charleston, SC
• 02/2021 → 04/2022
  Investment Advisor Group
  Hancock, NY
• 04/2022 → Present
  Strategic Blueprint
  Atlanta, GA

Previous Registrations

• 2021-02-18 → 2022-04-15
  Investment Advisor Group
  Hancock, NY
  Charleston, SC
• 2008-07-15 → 2021-02-26
  Keeler & Co., Llc
  Summerville, SC
  Atlanta, GA
  N Charleston, SC

Other Businesses

1. PARTNER AT CORNERSTONE WEALTH & TAX ADVISORY GROUP, INVESTMENT RELATED, 8550 DORCHESTER RD; N. CHARLESTON, SC 29420. POSITION HELD FROM 1/2008 TO PRESENT DEVOTING APPROXIMATELY 200 HOURS PER MONTH. DURING TRADING HOURS APPROX. 6 HOURS /DAY IS SPENT ON THIS OUTSIDE BUSINESS. RESPONSIBLE FOR MANAGING A TEAM OF INSURANCE AGENTS AND OFFERING INSURANCE PRODUCTS. 2. Name: Pure Barre Position: Owner/Sole Proprietor Nature: Fitness Franchise Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 08/01/2015 Address: 919 Houston Northcutt, Mt. Pleasant SC 29464, United States Description: Owner, my wife and I own the business, she is the operator have no day to day duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-02

Other Names

• David Armbruster