Stephen
Molesky

Blueprint Wealth Management Inc

CRD#1109839
Investment Advisor
in Ellicott City, MD

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About this Advisor

Stephen Molesky is a financial advisor based in Ellicott City, Maryland, working with Blueprint Wealth Management Inc. Stephen has previously held positions at Stephen M. Molesky & Associates, Inc, Kalos Capital, Inc, and Blueprint Wealth Management Inc. Stephen has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Stephen is part of Blueprint Wealth Management Inc, which operates out of Ellicott City, Maryland. The firm has 6 employees and manages assets totaling $145.0 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Blueprint Wealth Management Inc includes asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5026 Dorsey Hall Drive #105
Ellicott City, MD 21042

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Blueprint Wealth Management Inc Brokerage Details

Total Assets Under Management

$145,000,000

MD Average: $6,889,882,315
Total Number of Employees

6

MD Average: 45
Total Number of Accounts

925

MD Average: 765
Average Account Size

$156,757

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Stephen Molesky Work History

2023 - Present (1 year)

Blueprint Wealth Management Inc

2009 - Present (15 years)

Kalos Capital, Inc

1995 - Present (29 years)

Stephen M. Molesky & Associates, Inc

Disclosures

Please visit the SEC profile of Stephen Molesky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Blueprint Wealth Management Inc

Jordan Wilson
Ellicott City, MD
Stephen Molesky
Ellicott City, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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