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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Robert Mallory Freeman JR

Robert M. Freeman

BLUEPRINT FINANCIAL ADVISORS
Richmond, VA 23235
Some features on this profile are disabled
CRD#: 2788977
Robert Mallory Freeman JR

Professional summary

Robert Mallory Freeman JR, CFP®, ChFC® is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Richmond, Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 9 firms and has passed the Series 63, Series 65 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
APPLICANT WORKS 40 HOURS PER WEEK AS A PERSONAL FINANCIAL PLANNER AT KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C., A PUBLIC ACCOUNTING FIRM LOCATED IN GLEN ALLEN, VA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Mallory Freeman JR'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®
CFP®

Certified Financial Planner

Start date: 1999

ChFC®

Chartered Financial Consultant

Experience

Current

October 1, 2025 - Present

BLUEPRINT FINANCIAL ADVISORS

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

February 1, 2022 - November 10, 2025

MORSE CAPITAL PARTNERS, LLC

RIA
CRD#: 146383
RICHMOND, VA
Past

March 21, 2011 - December 31, 2021

MORSE CAPITAL PARTNERS, LLC

RIA
CRD#: 146383
RICHMOND, VA
Past

April 3, 2006 - March 14, 2011

CAPGROUP ADVISORS

RIA
CRD#: 139874
RICHMOND, VA
Past

January 6, 2004 - March 18, 2005

INVESTORS SECURITY COMPANY, INC.

BD
CRD#: 2331
SUFFOLK, VA
Past

April 2, 2002 - December 18, 2003

CAPGROUP SECURITIES, L.L.C.

BD
CRD#: 47075
RICHMOND, VA
Past

March 13, 2002 - April 3, 2006

CAPITAL ADVISORY GROUP

RIA
CRD#: 105611
RICHMOND, VA
Past

November 10, 1999 - February 12, 2001

COMPULIFE INVESTOR SERVICES, INC.

BD
CRD#: 21543
ST. CLOUD, MN
Past

September 17, 1996 - September 17, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 17, 1996 - September 17, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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 | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | 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
(10/1/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/24/1996
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/23/1996
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/1996
General Securities Representative Examination

Current Firm

BF
BLUEPRINT FINANCIAL ADVISORS
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | 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 (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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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