Caroline Ainsworth, financial advisor Charleston SC

Caroline Ainsworth

CRD Number: 7405851
Current Firm: Strategic Blueprint, LLC

Caroline Ainsworth (CRD# 7405851) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Charleston, SC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Blueprint, LLC Atlanta, GA Sep 2023 - Current < 1
Wells Fargo Clearing Services LLC Charlotte, NC Feb 2022 - Sep 2023 1
The Vanguard Group, Inc. Charlotte, NC Jun 2021 - Nov 2021 < 1
University Of South Carolina Columbia, SC Aug 2020 - May 2021 < 1
Ferira, Ainsworth & Company, LLC Mount Pleasant, SC May 2020 - Aug 2020 < 1
University Of South Carolina Columbia, SC Aug 2019 - Apr 2020 < 1
Long Point Grill Mount Pleasant, SC May 2019 - Jul 2019 < 1
University Of South Carolina Columbia, SC Aug 2018 - Apr 2019 < 1
Long Point Grill Mount Pleasant, SC May 2018 - Jul 2018 < 1
University Of South Carolina Columbia, SC Aug 2017 - Apr 2018 < 1
Unemployed Mount Pleasant, SC Jun 2017 - Jul 2017 < 1
School Of The Arts North Charleston, SC Aug 2016 - May 2017 < 1
Unemployed Mount Pleasant, SC Jun 2016 - Jul 2016 < 1
School Of The Arts North Charleston, SC Aug 2015 - May 2016 < 1
Unemployed Mount Pleasant, SC Jun 2015 - Jul 2015 < 1
School Of The Arts North Charleston, SC Aug 2014 - May 2015 < 1
Unemployed Mount Pleasant, SC Jun 2014 - Jul 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2022
Contact Info for Caroline Ainsworth
Phone Number: 678-954-4130
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    2,173
    MILLIONS
  • Total Number of Accounts
    8,013
    ACCOUNTS
  • Average Account Value
    $271,157
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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