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Laurie Michele Moore

Investment adviser representative at Blueprint Investment Partners LLC
18 yearsExperience
1 stateRegistered in
$1.8BFirm assets
10 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

18 years in the industry.

  1. Maplewood Investments Inc.Jul 2024 to now
  2. Blueprint Investment Partners LLCJun 2024 to now
  3. CitigroupAug 2022 to Jun 2024
  4. Maplewood Investments IncJul 2008 to Aug 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (TX).

Blueprint Investment Partners LLC

$1.8BAssets managed
13Clients
3Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2020784
Firm CRD
170196
Advisor's SEC record (opens in a new tab)
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