Robert Mallory Freeman

Employer firm

Blueprint Financial Advisors CRD 315570

$1.41B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  Morse Capital Partners
  Richmond, VA
• 09/2025 → Present
  Blueprint Financial Advisors Llc
  Charlotte, NC

Previous Registrations

• 2022-02-01 → 2025-11-10
  Morse Capital Partners, Llc
  Richmond, VA
• 2011-03-21 → 2021-12-31
  Morse Capital Partners, Llc
  Richmond, VA
• 2006-04-03 → 2011-03-14
  Capgroup Advisors
  Richmond, VA
• 2002-03-13 → 2006-04-03
  Capital Advisory Group
  Richmond, VA

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-09-24
• S65 Uniform Investment Adviser Law Examination
  1996-09-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant