Gregory P. Gerhartz

BLUEPRINT INVESTMENT PARTNERS LLC

Medford, NJ

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CRD#: 4680518

Professional summary

Gregory Patrick Gerhartz, who also goes by Gregory P. Gerhartz, is a registered financial advisor currently at BLUEPRINT INVESTMENT PARTNERS LLC located in Medford, New Jersey and MAPLEWOOD INVESTMENTS, INC. located in Dallas, Texas.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Gregory has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory P. Gerhartz

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.

Blueprint Investment Partners/Investment-related/1250 Revolution Mills Dr, Ste 150, Greensboro, NC 27405/Registered Investment Adviser/Strategy Consultant/Since January 2024/300 hours per month and 6.5 during securities trading hours/Duties include locating financial advisers interested in help with investment models, execution and support. Maplewood Investments, Inc./Investment-related/12222 Merit Drive, Ste 1390, Dallas, TX 75251/Broker Dealer/Strategy Consultant/Since October 2024/10 hours per month during securities trading hours/Duties include locating financial advisers interested in help with investment models, execution and support.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Patrick Gerhartz'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

February 1, 2024 - Present

BLUEPRINT INVESTMENT PARTNERS LLC

RIA

CRD#: 170196

Medford, NJ

Current

November 14, 2024 - Present

MAPLEWOOD INVESTMENTS, INC.

Office #1: 12222 Merit Dr Suite 1390, Dallas, TX 75251

CRD#: 103723

Dallas, TX

Past

August 7, 2023 - October 23, 2023

LONG SHORT ADVISORS, LLC

RIA

CRD#: 153632

PALM BEACH GARDENS, FL

Past

November 2, 2020 - January 31, 2023

LOCORR DISTRIBUTORS, LLC

CRD#: 41782

EXCELSIOR, MN

Past

November 18, 2019 - September 16, 2020

IMST DISTRIBUTORS, LLC

CRD#: 130745

Port Chester, NY

Past

March 7, 2016 - November 12, 2019

TRIVE NEW YORK LLC

CRD#: 21946

NEW YORK, NY

Past

October 8, 2013 - February 17, 2016

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

PRINCETON, NJ

Past

May 15, 2012 - September 25, 2013

TRIVE NEW YORK LLC

CRD#: 21946

PRINCETON, NJ

Past

November 16, 2005 - May 9, 2012

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

July 21, 2004 - November 2, 2005

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

February 10, 2004 - June 15, 2004

GREENWICH GLOBAL, LLC

CRD#: 37304

WILTON, CT

Past

August 20, 2003 - February 2, 2004

DPEC CAPITAL, INC.

CRD#: 103737

NEW YORK, NY

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 INVESTMENT PARTNERS LLC

CRD#: 170196 / SEC#: 801-108069

RIA

Registered Investment Advisory firm - (7/8/2016 Approved)

North Carolina

Registered Investment Advisory firm - (7/18/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Carolina
(2/1/2024)

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

IAR

Series 65

Date: 6/9/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/29/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BLUEPRINT INVESTMENT PARTNERS LLC

CRD#: 170196 / SEC#: 801-108069

RIA

Registered Investment Advisory firm - (7/8/2016 Approved)

North Carolina

Registered Investment Advisory firm - (7/18/2016 Terminated)

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Contact information

Main Address

1175 Revolution Mill Dr. Suite 2, Greensboro, NC 27405

Mailing Address

Phone number

(336) 609-7522

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUEPRINT INVESTMENT PARTNERS ADV PART 2A, MARCH 26, 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 1,227,734,071

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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Firm Stability Insights

Gregory P. Gerhartz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Patrick Gerhartz's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAPLEWOOD INVESTMENTS, INC.

LONG SHORT ADVISORS, LLC

LOCORR DISTRIBUTORS, LLC

IMST DISTRIBUTORS, LLC

TRIVE NEW YORK LLC

BLACKROCK INVESTMENTS, LLC

TRIVE NEW YORK LLC

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CHASE INVESTMENT SERVICES CORP.

GREENWICH GLOBAL, LLC

DPEC CAPITAL, INC.

Primary Firm SEC Registration

BLUEPRINT INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2023

Series 63

Date: 8/29/2003

SIE

Date: 10/1/2018

Series 7

Date: 8/19/2003

FINRA

Current Firm

BLUEPRINT INVESTMENT PARTNERS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT INVESTMENT PARTNERS LLC

TRUST BUT VERIFY

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