Stephen M. Molesky
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
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 11, 2023 - July 30, 2025
BLUEPRINT WEALTH MANAGEMENT INC.
July 9, 2013 - July 20, 2023
KALOS MANAGEMENT
October 12, 2009 - September 30, 2022
KALOS CAPITAL, INC.
February 3, 2005 - November 6, 2009
WOODSTOCK FINANCIAL GROUP, INC.
March 17, 1999 - May 12, 2000
HIMCO DISTRIBUTION SERVICES COMPANY
January 11, 1999 - January 20, 2005
SECURITIES AMERICA, INC.
February 26, 1991 - December 31, 1998
GROVE POINT INVESTMENTS, LLC
April 22, 1983 - February 7, 1991
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Primary Firm SEC Registration
BLUEPRINT WEALTH MANAGEMENT INC.
CRD#: 325099 / SEC#: 801-127729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 62
Date: 7/6/1988
Corporate Securities Limited Representative ExaminationCurrent Firm
BLUEPRINT WEALTH MANAGEMENT INC.
CRD#: 325099 / SEC#: 801-127729
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 320 |
| AUM (Assets Under Management) | $ 190,000,000 |
Red Flags
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