Caroline Madolyn Ainsworth
Investment adviser representative at Strategic Blueprint, LLC
10 yearsExperience
1 stateRegistered in
$2.5BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- The Strategic Financial Alliance, Inc.Nov 2024 to now
- Strategic Blueprint, LLC.Sep 2023 to now
- Wells Fargo Clearing Services LLCFeb 2022 to Sep 2023
- The Vanguard Group, Inc.Jun 2021 to Nov 2021
- University of South CarolinaAug 2020 to May 2021
- Ferira, Ainsworth & Company, LLCMay 2020 to Aug 2020
- University of South CarolinaAug 2019 to Apr 2020
- Long Point GrillMay 2019 to Jul 2019
- University of South CarolinaAug 2018 to Apr 2019
- Long Point GrillMay 2018 to Jul 2018
- University of South CarolinaAug 2017 to Apr 2018
- UnemployedJun 2017 to Jul 2017
- School of the ArtsAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (SC).
Strategic Blueprint, LLC
$2.5BAssets managed
3,506Clients
54Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7405851
- Firm CRD
- 284840