Amy Conley
Amy Conley is a registered investment advisor at Strategic Blueprint, LLC, based in Greensboro, NC, with 31 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,506 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Rates shown are the maximum asset-based fees for the all-inclusive program. Non-inclusive program maximum rates are 0.10% lower across all tiers. All fees are negotiable.
Fee Estimator
Location
603 Dolley Madison Road, Ste 200, Greensboro, NC, 27410
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy is a notary since 1996, dedicating minimal time to this activity. She is also an investment adviser representative for Strategic Blueprint, LLC and a partner at Gencrerst Capital Partners, LLC, dedicating nearly full-time hours to each. Amy is also a trustee for the Greensboro Symphony Endowment Fund Board, dedicating minimal time.
Employment History
Current Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
Ws Griffith Securities, INC.Broker
Ifg Network Securities, INC.Broker
University Equities CorporationBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Sherry Campbell, CFPStrategic Blueprint, LLC
- Walter Abele, CFP
- Kaitlyn Lingard, CFPOnedigital
- Ikechukwu Egwuonwu, CFPRoot Financial Partners
- Brian Winstead, CFPDavenport & Company LLC
- Steven Morton, CFPCaptrust