Investment adviser representative · Blueprint Financial Advisors
Marvin B. Morse
CRD 2413098 · Richmond, VA
At a glance
Marvin B. Morse is an investment adviser representative with Blueprint Financial Advisors in Richmond, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marvin’s SEC record dates to 2002, about 24 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Blueprint Financial AdvisorsSince June 2026Richmond, VA · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Marvin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.