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Matthew Daniel Goodwin

Investment Adviser Representative at STRATEGIC BLUEPRINT, LLC

Monroe, GACRD #5123356Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
4 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 4 states
District of ColumbiaFloridaGeorgiaNorth Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/16/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 6/10/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/3/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $250,000 (Wrap)2.25%
Next $250,000 to $500,000 (Wrap)2.15%
Next $500,000 to $1,000,000 (Wrap)2.00%
Next $1,000,000 to $2,000,000 (Wrap)1.75%
Next $2,000,000 to $5,000,000 (Wrap)1.50%
Above $5,000,000 (Wrap)1.25%
First $250,000 (Non-Inclusive)2.15%
Next $250,000 to $500,000 (Non-Inclusive)2.05%
Next $500,000 to $1,000,000 (Non-Inclusive)1.90%
Next $1,000,000 to $2,000,000 (Non-Inclusive)1.65%
Next $2,000,000 to $5,000,000 (Non-Inclusive)1.40%
Above $5,000,000 (Non-Inclusive)1.15%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Strategic Blueprint, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

STRATEGIC BLUEPRINT, LLCCurrent
7/19/2022Monroe, GA
PEACHCAP TAX & ADVISORY, LLC
1/14/20167/27/2022Atlanta, GA
MML INVESTORS SERVICES, LLC
2/6/200712/7/2015Atlanta, GA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Daniel Goodwin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Matthew Daniel Goodwin - Financial Advisor in Monroe, GA | AdvisorFinder