NC
NC

Neil Nicholas Cataldi

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
335 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
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Location

100 Wall Street, Suite 804, New York, NY, 10005

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Neil is the Principal of Blueprint Capital Management, a single operator RIA offering a Microcap equity strategy since 2012. This investment-related activity takes up approximately 60 hours per month.

Employment History
Current Registrations
Kelleher Financial Advisors, LLC
October 2022 - Present · 3 yrs 4 mos
Blueprint Capital Management, LLC
September 2012 - Present · 13 yrs 5 mos
State Registrations3 states
MENJNY
Advisor
Exams
No exam information available for this advisor.
Neil Nicholas Cataldi - Financial Advisor | TrueAdvisor