Matthew Goodwin, financial advisor Grayson GA

Matthew Goodwin

CRD Number: 5123356
Current Firm: Strategic Blueprint, LLC

Matthew Goodwin (CRD# 5123356) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Grayson, GA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
The Strategic Financial Alliance, Inc. Atlanta, GA Jul 2022 - Current 1
Strategic Blueprint, LLC Atlanta, GA Jul 2022 - Current 1
Peachtree Capital Corporation Atlanta, GA Nov 2015 - Jul 2022 6
Peachtree Capital Tax And Advisory Atlanta, GA Nov 2015 - Jul 2022 6
Mml Investors Services Atlanta, GA May 2006 - Nov 2015 9
Massmutual Life Insurance Company Atlanta, GA Nov 2005 - Nov 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Matthew D. Goodwin
Phone Number: 678-954-4130
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,647
    MILLIONS
  • Total Number of Accounts
    6,839
    ACCOUNTS
  • Average Account Value
    $240,840
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WV

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