MC
MC

Mike Carlone

17 Years of Experience
Broker

Mike Carlone is a registered investment advisor, based in Manalapan, NJ, with 17 years of industry experience.

Location

Manalapan, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mike is a National Sales Manager and Member at Blueprint Investment Partners, Blueprint Financial Advisors, and Blueprint Fund Management, spending nearly full-time on locating financial advisors interested in investment models, execution, and support. He also serves as a Sales Supervisor and Member at Maplewood Investments, Inc., dedicating a few hours per week during securities trading hours to similar duties.

Employment History
Current Registrations
Maplewood Investments, INC.
September 2024 - Present · 1 yr 7 mos
Maplewood Investments, INC.Broker
September 2024 - Present · 1 yr 7 mos
Blueprint Investment Partners LLC
February 2020 - Present · 6 yrs 2 mos
Blueprint Fund Management
February 2020 - Present · 6 yrs 2 mos
Previous Registrations
Olden Lane Securities, LLCBroker
June 2022 - March 2023 · 9 mos
Ultimus Fund Distributors, LLCBroker
February 2020 - June 2022 · 2 yrs 4 mos
Equinox Group Distributors, LLCBroker
April 2012 - November 2019 · 7 yrs 7 mos
Morgan Stanley Smith BarneyBroker
December 2009 - April 2012 · 2 yrs 4 mos
Lincoln Financial Distributors, INC.Broker
April 2008 - May 2009 · 1 yr 1 mo
Morgan Stanley & CO., IncorporatedBroker
April 2007 - February 2008 · 10 mos
State Registrations2 states
NCNJ
Advisor

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Exams
No exam information available for this advisor.