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Stephen Michael Molesky

Blueprint Wealth Management Inc.

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About Stephen Michael Molesky

Stephen Molesky is a financial advisor with over 30 years of experience in the industry. Stephen is registered with Blueprint Wealth Management Inc. and has been providing financial planning and investment advice to individuals and families for over 25 years. Stephen has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals.

Firm Information

Stephen Molesky is currently registered with Blueprint Wealth Management Inc.. Blueprint Wealth Management Inc. is a registered investment advisor headquartered in Ellicott City, MD. The firm has 2 licensed agents and manages approximately $145,000,000 in assets for 925 clients. Blueprint Wealth Management Inc. provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm does not participate in wrap fee programs.
Blueprint Wealth Management Inc.

5026 DORSEY HALL DRIVE #105

ELLICOTT CITY, MD 21042

$145.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Molesky’s Registration & Firm History

MD

05/11/2023 - Present

Blueprint Wealth Management Inc. (ELLICOTT CITY MD)

MD

10/12/2009 - 09/30/2022

KALOS CAPITAL, INC. (ELLICOTT CITY MD)

MD

02/03/2005 - 11/06/2009

WOODSTOCK FINANCIAL GROUP, INC. (ELLICOT CITY MD)

NE

01/11/1999 - 01/20/2005

SECURITIES AMERICA, INC. (LAVISTA NE)

CT

03/17/1999 - 05/12/2000

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

MD

02/26/1991 - 12/31/1998

H. BECK, INC. (ROCKVILLE MD)

PA

04/22/1983 - 02/07/1991

CIGNA SECURITIES, INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 04/27/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1988

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 05/10/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/21/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Stephen Michael Molesky. Review regulatory record here.
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