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BS

Blake E. Singer

Some features on this profile are disabled
CRD#: 1471922
BS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Blake Edward Singer was a registered financial professional .

Blake is a previously registered financial professional and started their career in finance in 1986. Blake had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
1) 2011 to present, 154 Church Street, Millbrook, NY 12545. I am self-employed sole proprietor working as an independent contractor using the DBA of D2 Capital. This independent contracting as D2 Capital is to an investment related business. I am the sole proprietor of this business and began consulting to CMG Capital Management Group (CMG) on 03/2020. D2 Capital has been in operation providing various consulting services since 2011. In the past and currently D2 Capital does not provide investment advice in any form. CMG is a registered investment advisor located in Malvern, PA. I devote approximately two hours a day to this business and one of these hours is during trading hours. My duties are to provide strategic advice, make introductory phone calls, and set up phone calls for certain individuals at CMG. 2) OHSU Center for Regenerative Medicine; not investment related; Portland OR; Non-Profit Medical Research; Director; 02/2001; 4 hrs/year.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

August 24, 2020 - January 2, 2023

CMG CAPITAL MANAGEMENT GROUP, INC.

RIA
CRD#: 110750
Millbrook, NY
Past

July 22, 2020 - January 11, 2024

INTEGRAL WEALTH SECURITIES LLC

BD
CRD#: 36143
NEW YORK, NY
Past

September 17, 2018 - August 21, 2019

COMMONGOOD SECURITIES LLC

BD
CRD#: 289317
WINTER PARK, FL
Past

October 31, 2002 - April 2, 2003

BEACON ROCK CAPITAL, LLC

RIA
CRD#: 111384
PORTLAND, OR
Past

June 5, 1998 - April 2, 2003

BEACON ROCK MANAGEMENT, LLC

RIA
CRD#: 108223
PORTLAND, OR
Past

February 11, 1988 - October 17, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

March 19, 1986 - February 19, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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".
CC
CMG CAPITAL MANAGEMENT GROUP, INC.
CAPITAL GROWTH MANAGEMENT, INC. | CMG CAPITAL MANAGEMENT GROUP, INC.

CRD#: 110750 / SEC#: 801-43455

RIA
Registered Investment Advisory firm - (3/4/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/18/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/15/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2018
General Securities Representative Examination

Current Firm

CC
CMG CAPITAL MANAGEMENT GROUP, INC.
CAPITAL GROWTH MANAGEMENT, INC. | CMG CAPITAL MANAGEMENT GROUP, INC.

CRD#: 110750 / SEC#: 801-43455

RIA
Registered Investment Advisory firm - (3/4/1993 Approved)
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Contact information

Main Address
75 Valley Stream Parkway Suite 201, Malvern, PA 19355
Mailing Address
Phone number
(610) 989-9090
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/25/2025)

Regulatory assets under management

Total Number of Accounts1,002
AUM (Assets Under Management)$ 251,141,242

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CMG CAPITAL MANAGEMENT GROUP, INC.

CRD#: 110750

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