DC
David W. Cryden
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS
SAN LUIS OBISPO, CA 93401
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CRD#: 1188657
DC
Professional summary
David William Cryden, CFP® is a registered financial advisor currently at BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. located in San Luis Obispo, California and BLAKESLEE AND BLAKESLEE INC. located in San Luis Obispo, California.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. David has worked at 2 firms and has passed the SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
David serves (without compensation) as a Investment Advisor Representative for courtesy (no compensation) clients formerly held at Wedbush Securities, which was formerly the clearing broker for the firm. David will continue to serve these small number of accounts for no compensation as needed by the clients on a non-discretionary basis, which amounts to less than an hour or so a week. He also has served for the last many years as the investment representative for a family trust, taking a few hours a week at most. Neither activity will interfere with his responsibilities at the firm and is approved.
David owns multiple investment properties in California, all of which generate rental income. All properties are managed by professional property managers and thus his time on these activities is limited -- he estimates he spends less than one hour per week on this. Given the limited time involved and the fact that they have not interfered with his profession here, these investment activities are approved.
CRS (Client Relationship Summary) - RIA
Click below to view David William Cryden's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
July 21, 2017 - Present
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
Office #1: 1101 Marsh St., San Luis Obispo, CA 93401RIA
CRD#: 287683
SAN LUIS OBISPO, CA
Current
October 19, 1983 - Present
BLAKESLEE AND BLAKESLEE INC.
Office #1: 1101 Marsh Street, San Luis Obispo, CA 93401BD
CRD#: 8149
San Luis Obispo, CA
Past
July 8, 1997 - July 14, 2017
BLAKESLEE AND BLAKESLEE INC.
RIA
CRD#: 8149
SAN LUIS OBISPO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
B&
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
CRD#: 287683 / SEC#: 801-115085
RIA
Registered Investment Advisory firm - (4/29/2019 Approved)California
Registered Investment Advisory firm - (5/31/2019 Terminated)Texas
Registered Investment Advisory firm - (5/1/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/24/1984)
IAR
California(7/21/2017)
Exams
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
B&
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
CRD#: 287683 / SEC#: 801-115085
RIA
Registered Investment Advisory firm - (4/29/2019 Approved)California
Registered Investment Advisory firm - (5/31/2019 Terminated)Texas
Registered Investment Advisory firm - (5/1/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1101 Marsh St., San Luis Obispo, CA 93401
Mailing Address
Phone number
(805) 543-4366
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 727 |
| AUM (Assets Under Management) | $ 308,492,461 |
Red Flags
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Company Information
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
CRD#: 287683San Luis Obispo, CA 93401TRUST BUT VERIFY
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