The Strategic Financial Alliance Inc., a privately owned independent broker-dealer with $4.9 billion in advisory and brokerage assets., has launched Strategic Blueprint LLC, a new registered investment adviser formed in alliance with TD Ameritrade.
Strategic Financial Alliance and Strategic Blueprint are part of the SFA Partners family of financial services companies. Julie Sullivan, Strategic Financial Alliance senior vice president and chief compliance officer, will serve as president of Strategic Blueprint.
Strategic Blueprint utilizes TD Ameritrade Institutional for custody and clearing services in one platform that features a range of investment vehicles encompassing mutual funds, ETFs, closed-end funds and other traditional investment vehicles through TD Ameritrade. The platform also offers alternative investments provided through relationships with specialty product sponsors.
“Strategic Blueprint combines the benefits of independence with the support of a powerful, turnkey technology platform, robust administrative and back office functions, and a vibrant and welcoming community of client-focused financial professionals,” said Sullivan. “We are providing the blueprint, the tools and the foundation, while advisors bring their vision and passion for their businesses.”
Based in Atlanta, Georgia, The Strategic Financial Alliance is significantly owned by the approximately 150 independent financial advisors it serves.