Unclaimed Profile

Andrea Louise Swope

BLUEPRINT FINANCIAL ADVISORS LLC·GREENSBORO, North Carolina

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record17 years registeredBLUEPRINT FINANCIAL ADVISORS LLC

1250 REVOLUTION MILL DRIVE, GREENSBORO, NC 27405CRD# 5404168Firm CRD# 315570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrea Louise Swope · GREENSBORO, NC

Registration

CRD #5404168 · BLUEPRINT FINANCIAL ADVISORS LLC · 17 years registered

Brand Profile

Not yet started

Career History

MAPLEWOOD INVESTMENTS, INC.

Mar 2025 – present

BLUEPRINT FINANCIAL ADVISORS

Oct 2022 – present

BLUEPRINT INVESTMENT PARTNERS LLC

Oct 2022 – Jun 2025

Charlotte, NC

WOODBURY FINANCIAL SERVICES, INC.

Aug 2020 – Sep 2022

CHARLOTTE, NC

HAYDEN ROYAL

Oct 2019 – Sep 2020

CHARLOTTE, NC

CARY STREET PARTNERS

Jan 2019 – Jan 2019

Charlotte, NC

STONECREST ADVISORS, INC.

Sep 2016 – Mar 2017

CHARLOTTE, NC

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

Apr 2010 – Nov 2014

CHARLOTTE, NC

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Apr 2010

CHARLOTTE, NC

CITIGROUP GLOBAL MARKETS INC.

Nov 2008 – Jun 2009

CORNELIUS, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · November 3, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUEPRINT FINANCIAL ADVISORS LLC

CRD 315570 · SEC 801-121848

AUM

$133M

Regulatory assets under management

Employees

743 client accounts

Services offered by BLUEPRINT FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUEPRINT FINANCIAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Andrea Louise Swope offer?

Andrea Louise Swope specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Andrea Louise Swope's credentials?

Andrea Louise Swope is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrea Louise Swope located?

Andrea Louise Swope is based in GREENSBORO, North Carolina, working with BLUEPRINT FINANCIAL ADVISORS LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Andrea Louise Swope charge for services?

Andrea Louise Swope's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUEPRINT FINANCIAL ADVISORS LLC?

BLUEPRINT FINANCIAL ADVISORS LLC has approximately 23 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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