Stephen M. Molesky

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CRD#: 1109839

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Michael Molesky was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1983. Stephen had worked at 8 firms and has passed the Series 63, SIE, Series 62, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

KALOS MANAGEMENT POSITION: REGISTERED REP NATURE: I AM REGISTERED REP UNDER KALOS MANAGEMENT RESPONSIBLE FOR PROVIDING FINANCIAL SERVICES TO MY CLIENTS. INVESTMENT RELATED: NO NUMBER OF HOURS: 100 INVESTMENT RELATED HOURS: 100 START DATE: 07/01/2013 ADDRESS: 11525 PARK WOODS CIRCLE, ALPHARETTA GA 30005 DESCRIPTION: I AM REGISTERED REP UNDER KALOS MANAGEMENT. SCM MARKETING, INC. POSITION: MANAGER NATURE: MARKETING INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 10/31/2014 ADDRESS: 5026 DORSEY HALL DRIVE SUITE 105, ELLICOTT CITY MD 21042 DESCRIPTION: DEVELOPE MARKETING PLAN FOR SMMA, INC. CORNERSPOT, LLC. POSITION: MANAGER NATURE: REAL ESTATE RENTAL INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 11/12/2014 ADDRESS: 5028 DORSEY HALL DRIVE, ELLICOTT CITY MD 21042 DESCRIPTION: MANAGE RENTALS STEPHEN M.MOLESKY & ASSOCIATES POSITION: Owner/RR NATURE: Owner of financial services firm, offer securities on a commission basis through Kalos CApital and investment advisory services through Kalos Management. Financial planning and sale of fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/23/1995 ADDRESS: 5026 Dorsey Hall Dr., Ellicott City MD 21042 DESCRIPTION: sale of fixed insurance and securities products.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 11, 2023 - July 30, 2025

BLUEPRINT WEALTH MANAGEMENT INC.

RIA

CRD#: 325099

ELLICOTT CITY, MD

Past

July 9, 2013 - July 20, 2023

KALOS MANAGEMENT

RIA

CRD#: 133025

ELLICOTT CITY, MD

Past

October 12, 2009 - September 30, 2022

KALOS CAPITAL, INC.

CRD#: 44337

ELLICOTT CITY, MD

Past

February 3, 2005 - November 6, 2009

WOODSTOCK FINANCIAL GROUP, INC.

CRD#: 38095

ELLICOT CITY, MD

Past

March 17, 1999 - May 12, 2000

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

January 11, 1999 - January 20, 2005

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

February 26, 1991 - December 31, 1998

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

April 22, 1983 - February 7, 1991

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUEPRINT WEALTH MANAGEMENT INC.

CRD#: 325099 / SEC#: 801-127729

RIA

Registered Investment Advisory firm - (4/24/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/27/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 62

Date: 7/6/1988

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 22

Date: 5/10/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 4/21/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLUEPRINT WEALTH MANAGEMENT INC.

CRD#: 325099 / SEC#: 801-127729

RIA

Registered Investment Advisory firm - (4/24/2023 Approved)

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Contact information

Main Address

5026 Dorsey Hall Drive #105, Ellicott City, MD 21042

Mailing Address

Phone number

(410) 992-4500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/3/2025)

Regulatory assets under management

Total Number of Accounts	975
AUM (Assets Under Management)	$ 160,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Stephen M. Molesky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KALOS MANAGEMENT

KALOS CAPITAL, INC.

WOODSTOCK FINANCIAL GROUP, INC.

HIMCO DISTRIBUTION SERVICES COMPANY

SECURITIES AMERICA, INC.

GROVE POINT INVESTMENTS, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

BLUEPRINT WEALTH MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/27/1983

SIE

Date: 10/1/2018

Series 62

Date: 7/6/1988

Series 22

Date: 5/10/1983

Series 6

Date: 4/21/1983

Current Firm

BLUEPRINT WEALTH MANAGEMENT INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT WEALTH MANAGEMENT INC.

TRUST BUT VERIFY

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