Matthew William Smith
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Smith
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
BLUEPRINT WEALTH MANAGEMENT | PARADY WEALTH MANAGEMENT | PARADY INVESTMENTS, LLC | BLUEPRINT WEALTH MANAGEMENT, LLC
Contact Information
Main Address
3602 Kiessel Road, The Villages, FL 32163-2910Phone Number
(352) 674-3911# of Employees
19SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,877AUM (Assets Under Management)
$145,725,885Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BLUEPRINT WEALTH MANAGEMENT | PARADY WEALTH MANAGEMENT | PARADY INVESTMENTS, LLC | BLUEPRINT WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(3/24/2026)
(3/9/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2015About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew William Smith's CRS (Customer Relationship Summary).
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