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MS

Matthew W. Smith

PARADY WEALTH MANAGEMENT
EDINA, MN 55439
Some features on this profile are disabled
CRD#: 6574518
MS

Professional summary

Matthew William Smith, who also goes by Matt Smith, is a registered financial advisor currently at PARADY WEALTH MANAGEMENT located in Edina, Minnesota.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Smith

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew William Smith's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 9, 2026 - Present

PARADY WEALTH MANAGEMENT

Office #1: 8000 W 78th St, Edina, MN 55439
RIA
CRD#: 169997
EDINA, MN
Past

April 5, 2021 - November 15, 2024

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
MINNEAPOLIS, MN
Past

February 17, 2021 - April 1, 2021

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

August 1, 2017 - February 26, 2019

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
MINNEAPOLIS, MN
Past

December 14, 2015 - August 2, 2017

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MINNEAPOLIS, MN

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".
PW
PARADY WEALTH MANAGEMENT
BLUEPRINT WEALTH MANAGEMENT | PARADY WEALTH MANAGEMENT | PARADY INVESTMENTS, LLC | BLUEPRINT WEALTH MANAGEMENT, LLC

CRD#: 169997 / SEC#: 801-123022

RIA
Registered Investment Advisory firm - (1/10/2022 Approved)
Colorado
Registered Investment Advisory firm - (1/18/2022 Terminated)
Florida
Registered Investment Advisory firm - (1/12/2022 Terminated)
Texas
Registered Investment Advisory firm - (1/12/2022 Terminated)

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
Florida
(3/24/2026)
IAR
Minnesota
(3/9/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/20/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/14/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/14/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PW
PARADY WEALTH MANAGEMENT
BLUEPRINT WEALTH MANAGEMENT | PARADY WEALTH MANAGEMENT | PARADY INVESTMENTS, LLC | BLUEPRINT WEALTH MANAGEMENT, LLC

CRD#: 169997 / SEC#: 801-123022

RIA
Registered Investment Advisory firm - (1/10/2022 Approved)
Colorado
Registered Investment Advisory firm - (1/18/2022 Terminated)
Florida
Registered Investment Advisory firm - (1/12/2022 Terminated)
Texas
Registered Investment Advisory firm - (1/12/2022 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3602 Kiessel Road, The Villages, FL 32163-2910
Mailing Address
Phone number
(352) 674-3911
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BWM FORM ADV PART 2A (2/26/2025)

Regulatory assets under management

Total Number of Accounts1,940
AUM (Assets Under Management)$ 156,088,190

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARADY WEALTH MANAGEMENT

CRD#: 169997Edina, MN 55439

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