Adam Spencer Carey

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

• 01/2012 → 03/2025
  The Dantas Advisory Group
  Hendersonville, NC
• 08/2000 → 01/2020
  The Insurance People
  Sarasota, FL
• 02/2020 → 03/2025
  International Assets Investment Management, Llc
  Hendersonville, NC
• 03/2025 → 08/2026
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 03/2025 → 08/2026
  Infinity Wealth Management (D.b.a. For Advisory Business)
  Arden, NC
• 08/2026 → Present
  Blueprint Financial Advisors Llc
  Charlotte, NC

Previous Registrations

• 2025-03-10 → 2026-07-16
  Prosperity Capital Advisors
  Westlake, OH
  Arden, NC
• 2020-02-05 → 2025-03-20
  International Assets Investment Management, Llc
  Orlando, FL
  Hendersonville, NC

Other Businesses

1) Mr. Carey is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Carey spends approx. 10 hrs/week during trading hours on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-05