Unclaimed Profile

Robert Mallory Freeman

MORSE CAPITAL PARTNERS, LLC·RICHMOND, Virginia

Series 7, Series 63, Series 65Clean record24 years registeredMORSE CAPITAL PARTNERS, LLC

9030 STONY POINT PARKWAY, RICHMOND, VA 23235CRD# 2788977Firm CRD# 146383

Profile Verification

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

Identity

Robert Mallory Freeman · RICHMOND, VA

Registration

CRD #2788977 · MORSE CAPITAL PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

BLUEPRINT FINANCIAL ADVISORS

Oct 2025 – present

MORSE CAPITAL PARTNERS, LLC

Feb 2022 – Nov 2025

RICHMOND, VA

MORSE CAPITAL PARTNERS, LLC

Mar 2011 – Dec 2021

RICHMOND, VA

CAPITAL ADVISORY GROUP

Apr 2006 – Mar 2011

RICHMOND, VA

CAPITAL ADVISORY GROUP

Mar 2002 – Apr 2006

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 13, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

MORSE CAPITAL PARTNERS, LLC

CRD 146383 · SEC 801-68819

AUM

$208M

Regulatory assets under management

Employees

286 client accounts

Services offered by MORSE CAPITAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MORSE CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Mallory Freeman offer?

Robert Mallory Freeman specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Robert Mallory Freeman's credentials?

Robert Mallory Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Mallory Freeman located?

Robert Mallory Freeman is based in RICHMOND, Virginia, working with MORSE CAPITAL PARTNERS, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Robert Mallory Freeman charge for services?

Robert Mallory Freeman's firm is compensated through percentage of aum, hourly charges, other: financial planning fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORSE CAPITAL PARTNERS, LLC?

MORSE CAPITAL PARTNERS, LLC has approximately 4 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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