Matthew J. Stephens
STRATEGIC BLUEPRINT
Wilmington, NC 28403
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CRD#: 5578138
Professional summary
Matthew J Stephens, CFP®, who also goes by Matt Stephens, Matthew J Stephens, Cfp, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Wilmington, North Carolina.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Stephens | Matthew J Stephens, Cfp
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.
1. AdvicePoint, LLC Start Date: 12/22/2020 Address: 398 Carl St. Unit 201 Wilmington, NC 28403 Position: Owner/Sole Proprietor- Advisory DBA Duties: Management, bookkeeping, some property management, etc. 1 Hour per month, 0 hours during securities trading hours 2. 398 Carl, LLC Start Date: 08/01/2015 Address: 398 Carl St. Unit 101 Wilmington, NC 28403 Position: Partner Duties: Executive Decision Making 1 Hour per month, 0 hours during securities trading hours 3. 9WATL, LLC Start Date: 7/10/2024 9 W. Atlanta St Wrightsville Beach, NC 28480 Position: Partner Duties: Passive Investor 1 hours per month, 0 hours during securities trading hours 4. Bar Harbor HOA Start Date: 07/01/2024 PO Box 7513 Wilmington, NC 28403 Position: Officer Duties: Board Meetings, Prepare P&L Statements 1 hour per month, 9 hours during securities trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Matthew J Stephens'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®
CFP®
Start date: 2014
Experience
Current
February 12, 2025 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 398 Carl Street, Unit 101, Wilmington, NC 28403RIA
CRD#: 284840
Wilmington, NC
Past
November 17, 2014 - February 18, 2025
OSAIC ADVISORY SERVICES, LLC
RIA
CRD#: 171070
Wilmington, NC
Past
November 17, 2014 - December 31, 2019
TRIAD ADVISORS LLC
BD
CRD#: 25803
Wilmington, NC
Past
October 31, 2013 - November 17, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
WILMINGTON, NC
Past
October 31, 2013 - November 17, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
WILMINGTON, NC
Past
November 11, 2008 - November 1, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WILMINGTON, NC
Past
September 5, 2008 - November 1, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WILMINGTON, NC
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.Highlighted states indicate IAR registrations
IAR
North Carolina(2/12/2025)
IAR
Texas(2/12/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
Registered Investment Advisory firm - (10/28/2016 Approved)Upgrade to AdvisorCheck Premium
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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.
