Blueprint Investment Partners LLC

Blueprint Investment Partners LLC (CRD# 170196) is a financial advisory firm headquartered in Greensboro, NC. They manage $849,444,731 in 15 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1250 Revolution Mill Dr., Suite 150, Greensboro, NC 27405
https://www.linkedin.com/company/blueprint-investment-partners/
By the Numbers
  • Total Assets Under Management
    849
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $56,629,649
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

CT, FL, IL, MN, NC, NJ, PA, SC

Financial Advisors at Blueprint Investment Partners LLC
Showing 1 - 4 of 4 top financial advisors.
1
Sean McLaughlin, financial advisor Winter Park FL
Sean A. McLaughlin
CRD#: 7028050
Winter Park, FL

Sean McLaughlin (CRD# 7028050) is an Investment Advisor Representative working at Blueprint Investment Partners LLC in Winter Park, FL and has over 7 years of experience in the finance industry.

2
Kenneth Peters, financial advisor Greensboro NC
Kenneth B. Peters
CRD#: 5919793
1250 Revolution Mill Dr., Suite 150, Greensboro, NC 27405

Kenneth Peters (CRD# 5919793) is an Investment Advisor Representative working at Blueprint Investment Partners LLC in Greensboro, NC and has over 5 years of experience in the finance industry.

3
Jonathan Robinson, financial advisor Greensboro NC
Jonathan D. Robinson
CRD#: 4675026
1250 Revolution Mill Dr., Suite 150, Greensboro, NC 27405

Jonathan Robinson (CRD# 4675026) is an Investment Advisor Representative working at Blueprint Investment Partners LLC in Greensboro, NC and has over 12 years of experience in the finance industry.

4
Mike Carlone, financial advisor Manalapan NJ
Mike Carlone
CRD#: 4796992
Manalapan, NJ

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals