Michael Carlone, financial advisor Manalapan NJ

Michael Carlone

CRD Number: 4796992
Current Firm: Blueprint Investment Partners LLC

Michael Carlone (CRD# 4796992) is an Investment Advisor Representative working at Blueprint Investment Partners LLC in Manalapan, NJ and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Ultimus Fund Distributors, LLC Cincinnati, OH Feb 2020 - Current < 1
Blueprint Investment Partners LLC Greensboro, NC Nov 2019 - Current 1
Blueprint Fund Management, LLC Greensboro, NC Nov 2019 - Current 1
Equinox Group Distributors, LLC Princeton, NJ Apr 2012 - Nov 2019 7
Morgan Stanley Smith Barney New York, NY Nov 2009 - Apr 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Michael P. Carlone
Phone Number: 336-609-7522
Registered State(s):
  • NJ
  • NC
By the Numbers
  • Total Assets Under Management
    367
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $26,224,365
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NC, NJ, PA

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