Mike Carlone (CRD# 4796992) is an Investment Advisor Representative working at Blueprint Investment Partners LLC in Manalapan, NJ and has over 16 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Olden Lane Securities, LLC | Bridgewater, NJ | Jun 2022 - Current | 1 |
| Blueprint Investment Partners LLC | Greensboro, NC | Nov 2019 - Current | 4 |
| Blueprint Fund Management, LLC | Greensboro, NC | Nov 2019 - Current | 4 |
| Ultimus Fund Distributors, LLC | Cincinnati, OH | Feb 2020 - Jun 2022 | 2 |
| Equinox Group Distributors, LLC | Princeton, NJ | Apr 2012 - Nov 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- NJ
- NC
-
Total Assets Under Management849MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$56,629,649
- A percentage of assets under your management
- 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)
CT, FL, IL, MN, NC, NJ, PA, SC
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