Mike Carlone
Investment adviser representative at Blueprint Fund Management
14 yearsExperience
1 stateRegistered in
$340.5MFirm assets
6 yearsFirm in business
Are you Mike Carlone? Claim your profile
Contact this firm
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
14 years in the industry.
- Maplewood Investments, Inc.Sep 2024 to now
- Blueprint Fund Management, LLCNov 2019 to now
- Blueprint Investment Partners LLCNov 2019 to now
- Olden Lane Securities, LLCJun 2022 to Mar 2023
- Ultimus Fund Distributors, LLCFeb 2020 to Jun 2022
- Equinox Group Distributors, LLCApr 2012 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
Blueprint Fund Management
Legal name: Blueprint Fund Management LLC
$340.5MAssets managed
2Clients
2Advisers
6 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
- 4796992
- Firm CRD
- 306419