Andrea Louise Swope
Investment adviser representative at Blueprint Financial Advisors
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
5 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Maplewood Investments, Inc.Jan 2025 to now
- Blueprint Financial AdvisorsSep 2022 to now
- Emerson Cress, LLCNov 2017 to now
- Kingswood Capital Partners, LLCMay 2023 to Jul 2024
- Quint CapitalJan 2023 to May 2023
- Blueprint Investment PartnersSep 2022 to Jun 2025
- Woodbury Financial Services IncAug 2020 to Sep 2022
- Wfa of San DiegoFeb 2020 to Aug 2020
- Zermatt Securities, Inc.Jan 2020 to Aug 2020
- Hayden RoyalSep 2019 to Aug 2020
- Stonecrest Advisors, Inc.Nov 2014 to Nov 2017
- Redwine & Company, IncNov 2014 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
Blueprint Financial Advisors
Legal name: Blueprint Financial Advisors LLC
$1.4BAssets managed
2,330Clients
39Advisers
5 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
- 5404168
- Firm CRD
- 315570