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Mark Christopher Blake

MERIWETHER FAMILY OFFICE
Larkspu, CA
·CRD# 2301418·33 years experience

Professional Summary

Mark Christopher Blake, who also goes by Mark C Blake, is a registered financial advisor currently at MERIWETHER FAMILY OFFICE, LLC located in Larkspu, California. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Mark has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mark C Blake

Blog Corner

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Videos & Posts

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

MERIWETHER FAMILY OFFICE, LLC·CRD# 166010
RIA
1. 80 E Sir Francis Drake Blvd. #3h, Larkspu, CA 949392. 2001 Nw 19th, #103b, Portland, OR 97209
March 5, 2014 - Present
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
San Francisco, CA
March 28, 2000 - February 25, 2014
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
San Francisco, CA
December 21, 1993 - February 25, 2014
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
January 6, 1993 - January 13, 1994

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Current Firm

MF
MERIWETHER FAMILY OFFICE, LLC

MERIWETHER CAPITAL PARTNERS, LLC (RELYING ADVISOR) | MERIWETHER FAMILY OFFICE, LLC

CRD#: 166010
California
Registered Investment Advisory firm - California (10/31/2014 Approved)
Oregon
Registered Investment Advisory firm - Oregon (3/25/2013 Approved)

Contact Information

Main Address

2001 Nw 19th Suite 103 B, Portland, OR 97209

Mailing Address

Po Box 1618, Ross, CA 94957

Phone Number

(503) 223-9062

# of Employees

2

Documents

Latest Form ADV

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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.

The advisor shows no other business activity.

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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.
IAR
California
(10/31/2014)
IAR
Oregon
(3/5/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1993About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jan 1993About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Mark Christopher Blake's CRS (Customer Relationship Summary).

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