Bryan Carson Woodell Sr
Investment Adviser Representative at Blueprint Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bryan Carson Woodell Sr. is an investment adviser representative with Blueprint Financial Advisors in Charlotte, NC, where they have been registered since 2026. They have worked in the securities industry since 2005 and have been registered with 4 firms, including Hornor, Townsend & KENT, LLC and Prudential Financial Planning Services. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
2 states and territories
North Carolina, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pruco Securities, LLCFeb 2018 – Aug 2018Charlotte,, NC
- Fellowship of Christian AtheletesAug 2012 – Feb 2017Charlotte, NC
- United PaintingOct 2016 – Apr 2017Indian Trail, NC
- Rodan+FieldsApr 2017 – Feb 2018Charlotte, NC
- Hornor Townsend & KENT IncSep 2018 – Jan 2026Horsham, PA
- PENN Mutual LIFE Insurance CoSep 2018 – Jan 2026Horsham, PA
- Blueprint Financial Advisors LLCJan 2026 – no end date reportedCharlotte, NC
- Maplewood Investments IncJan 2026 – no end date reportedDallas, TX
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Blueprint Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Practice management, technology, in-house back-office capabilities, and customized asset management
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 36
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Charlotte, NC
- SEC file number:
- 801-121848
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 24, 2026
View full firm profileOther advisors at Blueprint Financial Advisors
Showing 12 of 36 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryan Carson Woodell Sr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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