BD
BD

Brett E. Dysart

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
3,742 clients
Average Client Portfolio
$714K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$25K
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Location

2301 Stonehenge Drive, Suite 210, Raleigh, NC, 27615

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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 ActivitiesSells Insurance

Brett owns rental properties (Blackberry Ridge and Lake Escape, LLC) and is involved in real estate remodels and consulting through Cameo Design, LLC. He is also a partner at Cornerstone Wealth Management, LLC, an investment advisor representative at Strategic Blueprint, LLC, and refers clients to Tucker Insurance Services for fixed life insurance needs.

Employment History
Current Registrations
Strategic Blueprint, LLC
July 2019 - Present · 6 yrs 7 mos
The Strategic Financial Alliance, INC.Broker
August 2009 - Present · 16 yrs 6 mos
Previous Registrations
The Strategic Financial Alliance
April 2010 - January 2022 · 11 yrs 9 mos
State Registrations6 states
CAFLGAMENCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.