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MM

Marvin B. Morse

BLUEPRINT FINANCIAL ADVISORS
Richmond, VA 23235
CRD#: 2413098
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MM
Marvin Brent MorseBLUEPRINT FINANCIAL ADVISORS

Professional summary

Marvin Brent Morse, who also goes by Marv Brent Morse, Marv Morse, is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Richmond, Virginia.

Marvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Marvin has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marv Brent Morse | Marv Morse

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marvin Brent Morse's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

June 16, 2026 - Present

BLUEPRINT FINANCIAL ADVISORS

Office #1: 9030 Stony Point Parkway, Suite 590, Richmond, VA 23235
RIA
CRD#: 315570
Richmond, VA
Past

October 23, 2025 - November 12, 2025

BLUEPRINT FINANCIAL ADVISORS

RIA
CRD#: 315570
CHARLOTTE, NC
Past

February 3, 2022 - November 10, 2025

MORSE CAPITAL PARTNERS, LLC

RIA
CRD#: 146383
RICHMOND, VA
Past

January 10, 2011 - December 31, 2021

MORSE CAPITAL PARTNERS, LLC

RIA
CRD#: 146383
RICHMOND, VA
Past

June 21, 2010 - December 31, 2010

MORSE CAPITAL PARTNERS, LLC

RIA
CRD#: 146383
RICHMOND, VA
Past

February 12, 2008 - July 30, 2008

MORSE CAPITAL PARTNERS, LLC

RIA
CRD#: 146383
RICHMOND, VA
Past

February 10, 2004 - February 15, 2008

CARY STREET PARTNERS

RIA
CRD#: 128545
RICHMOND, VA
Past

February 8, 2002 - January 27, 2004

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA
CRD#: 110921
RICHMOND, VA
Past

January 29, 1999 - September 18, 2000

WILBANKS SECURITIES, INC.

BD
CRD#: 40673
OKLAHOMA CITY, OK
Past

July 7, 1998 - December 31, 2001

INVESTORS SECURITY COMPANY, INC.

BD
CRD#: 2331
SUFFOLK, VA
Past

May 5, 1994 - July 7, 1998

SCOTT & STRINGFELLOW, INC.

BD
CRD#: 3309
RICHMOND, VA
Past

November 12, 1993 - January 25, 1994

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

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".
BF
BLUEPRINT FINANCIAL ADVISORS
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | SAVVY FINANCIAL | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MORSE CAPITAL PARTNERS | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | EMERALD FINANCIAL GROUP | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS

CRD#: 315570 / SEC#: 801-121848

RIA
Registered Investment Advisory firm - (7/23/2021 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(6/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/14/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/18/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/11/1993
General Securities Representative Examination

Current Firm

BF
BLUEPRINT FINANCIAL ADVISORS
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | SAVVY FINANCIAL | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MORSE CAPITAL PARTNERS | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | EMERALD FINANCIAL GROUP | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS

CRD#: 315570 / SEC#: 801-121848

RIA
Registered Investment Advisory firm - (7/23/2021 Approved)
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Contact information

Main Address
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204
Mailing Address
Phone number
(844) 200-2568
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BFA FORM ADV 2A (JULY 15, 2025) (7/15/2025)

Regulatory assets under management

Total Number of Accounts1,298
AUM (Assets Under Management)$ 201,503,941

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.

Company Information

BLUEPRINT FINANCIAL ADVISORS

CRD#: 315570Richmond, VA 23235

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