MG
Matthew D. Goodwin
STRATEGIC BLUEPRINT
Grayson, GA
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CRD#: 5123356
MG
Professional summary
Matthew Daniel Goodwin, CLU®, who also goes by Matthew Goodwin, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Grayson, Georgia and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Grayson, Georgia.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Goodwin
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.
NAME: FIXED INSURANCE ADDRESS: 2120 STONEGATE WAY MONROE, GA 30656 NATURE: FIXED INSURANCE SALES: LIFE INSURANCE, DISABILITY INSURANCE, LTC INSURANCE, FIXED ANNUITY AND FIXED INDEXED ANNUITY SALES POSITION: AGENT START DATE: 07/2022 HRS/MO: 15, HRS/DURING TRADING: 10 DUTIES: FIXED INSURANCE SALES: LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE INSURANCE, FIXED ANNUITY AND FIXED INDEXED ANNUITY SALES
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Daniel Goodwin'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®
Experience
Current
July 19, 2022 - Present
STRATEGIC BLUEPRINT, LLC
RIA
CRD#: 284840
Grayson, GA
Current
July 11, 2022 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
RIA
BD
CRD#: 126514
Grayson, GA
Past
January 14, 2016 - July 27, 2022
PEACHCAP TAX & ADVISORY, LLC
RIA
CRD#: 158729
ATLANTA, GA
Past
December 2, 2015 - July 27, 2022
PEACHCAP SECURITIES, INC.
BD
CRD#: 25590
ATLANTA, GA
Past
February 6, 2007 - December 7, 2015
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
ATLANTA, GA
Past
June 5, 2006 - December 7, 2015
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
ATLANTA, GA
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".
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
District of Columbia(7/11/2022)
RR
Florida(7/11/2022)
RR
Georgia(7/11/2022)
IAR
Georgia(7/19/2022)
RR
North Carolina(7/27/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
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Contact information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
Phone number
(678) 954-4130
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,067 |
| AUM (Assets Under Management) | $ 2,671,662,109 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
