MC
Mike Carlone
CRD 4796992
Firms
| Firm | Role | As of |
|---|---|---|
| Blueprint Investment Partners Llc | Registered representative | 07/20/2026 |
| Blueprint Fund Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Blueprint Financial Advisors Llc
Member · 5% – 10% · Dec 2024
-
Blueprint Investment Partners Llc
Member · Less than 5% · Nov 2024
-
Blueprint Fund Management Llc
Member · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗