Unclaimed Profile

Mike Carlone

BLUEPRINT FINANCIAL ADVISORS LLC·GREENSBORO, North Carolina

SIE, Series 7, Series 24, Series 63, Series 66Clean record6 years registeredBLUEPRINT FINANCIAL ADVISORS LLC

1250 REVOLUTION MILL DRIVE, GREENSBORO, NC 27405CRD# 4796992Firm CRD# 315570

Profile Verification

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

Identity

Mike Carlone · GREENSBORO, NC

Registration

CRD #4796992 · BLUEPRINT FINANCIAL ADVISORS LLC · 6 years registered

Brand Profile

Not yet started

Career History

MAPLEWOOD INVESTMENTS, INC.

Sep 2024 – present

BLUEPRINT FUND MANAGEMENT

Feb 2020 – present

BLUEPRINT INVESTMENT PARTNERS LLC

Feb 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · February 24, 2020

Years registered · 6

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 Mike Carlone offer?

Mike Carlone specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Mike Carlone's credentials?

Mike Carlone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mike Carlone located?

Mike Carlone 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 Mike Carlone charge for services?

Mike Carlone'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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