MM
Melissa L. Miller
BLUEPRINT FINANCIAL ADVISORS
Mint Hill, NC 28227
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CRD#: 5681173
MM
Professional summary
Melissa L Miller, who also goes by Melissa L Kellar, is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Mint Hill, North Carolina.
Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Melissa has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melissa L Kellar
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.
1. Six Strings of Wealth LLC dba Miller Wealth Partners, Investment-related, 7714 Fairway Mist Ct. Mint Hill NC 28227, Financial advising/Owner, since 02/2024, 160 hours per month and during trading hours, Financial advisor to book of business. 2. Blueprint Insurance Services, Investment-related, 1250 Revolution Mill Drive, Suite 150, Greensboro, NC 27405, Insurance Agent, since 05/2023, 5 hours per month and during trading hours, sell and service insurance and fixed annuity products. 3. The Parkinson Association of the Carolinas, not investment related 501(c)3 organization, 2101 Sardis Rd N #102 Charlotte, NC 2822, Vice Chair, Board Member since 7/2024, and Finance Committee Member since 7/2023, 5 hours per month and 0 during market hours, duties include review and approval of budget, review monthly financial reconciliation, and attend fundraising events to raise money for the organization.
CRS (Client Relationship Summary) - RIA
Click below to view Melissa L Miller's 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®
NoneExperience
Current
May 26, 2023 - Present
BLUEPRINT FINANCIAL ADVISORS
Office #1: 4520 Mint Hill Village Ln Suite 104, Mint Hill, NC 28227RIA
CRD#: 315570
Mint Hill, NC
Past
June 5, 2023 - January 31, 2024
KINGSWOOD CAPITAL PARTNERS, LLC
BD
CRD#: 288898
SAN DIEGO, CA
Past
June 22, 2020 - June 2, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Mint HIll, NC
Past
June 22, 2020 - June 2, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Mint Hill, NC
Past
February 19, 2019 - December 23, 2019
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Fairfield, IA
Past
February 19, 2019 - December 23, 2019
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
FAIRFIELD, IA
Past
May 22, 2018 - November 21, 2018
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Mint Hill, NC
Past
November 10, 2015 - November 21, 2018
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Mint Hill, NC
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
North Carolina(5/26/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,298 |
| AUM (Assets Under Management) | $ 201,503,941 |
Red Flags
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