EB
Edward J. Blake
BLAKE SCHUTTER THEIL WEALTH ADVISORS
Dayton, OH 45459
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CRD#: 2462336
EB
Professional summary
Edward James Blake, who also goes by Ed Blake, Edward Blake, is a registered financial advisor currently at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC located in Dayton, Ohio.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Edward has worked at 3 firms and has passed the Series 63, Series 65, Series 6, Series 2 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ed Blake | Edward Blake
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.
Miller-Valentine Partners Ltd. II - Member and Member of Board of Managers avg. 150 hrs/yr Blake Family Limited Partnership - General Partner avg. 32 hrs/yr MVCH LTD - Member minimal time MV Real Estate Fund 2017 LLC - Member avg. 4 hrs / yr Culmen Real Estate Services, Inc. - Employee / Shareholder / CEO avg. 1,500 hrs / yr MVP Ltd Securities LLC; 7777 Washington Village Dr, #120; Real Estate Investments since Apr 1999. 2 hours per month are spent on this during trading hours and 1 hour per month outside of trading hours. No compensation is received. CityWide Development Corporation; Board member- Finance Committee; No compensation is received. Young Presidents Organization-Gold; Member since Jan 2005. No compensation received. United Rehabilitation Services; Immediate Past Chair and part of Executive Leadership. Started Jan 2012; no compensation is received. Culmen Real Name Estate Services 401(k) PSP. Unpaid position, administrative trustee. Trustee for Edward Blake Irrevocable Trust JEB-MRB; Position started October 2023; no compensation
CRS (Client Relationship Summary) - RIA
Click below to view Edward James Blake'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®
NoneExperience
Current
January 24, 2020 - Present
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
Office #1: 7777 Washington Village Dr. Suite 120, Dayton, OH 45459RIA
CRD#: 292661
Dayton, OH
Past
April 24, 2019 - August 7, 2019
SANCTUARY ADVISORS, LLC
RIA
CRD#: 226606
Dayton, OH
Past
July 3, 2018 - May 7, 2019
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
RIA
CRD#: 292661
DAYTON, OH
Past
April 16, 1997 - May 17, 1999
2480 SECURITIES LLC
BD
CRD#: 41964
DAYTON, OH
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".
BS
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | BLAKE-SCHUTTER WEALTH ADVISORS LLC | BLAKE-SCHUTTER WEALTH ADVISORS | BLAKE SCHUTTER WEALTH
CRD#: 292661 / SEC#: 801-117244
RIA
Registered Investment Advisory firm - (8/23/2019 Approved)Ohio
Registered Investment Advisory firm - (5/7/2019 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.Highlighted states indicate IAR registrations
IAR
Florida(8/7/2023)
IAR
Ohio(1/24/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 11/2/1994
Non-Member General Securities ExaminationPrincipal/Supervisory Exam
Current Firm
BS
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC | BLAKE-SCHUTTER WEALTH ADVISORS LLC | BLAKE-SCHUTTER WEALTH ADVISORS | BLAKE SCHUTTER WEALTH
CRD#: 292661 / SEC#: 801-117244
RIA
Registered Investment Advisory firm - (8/23/2019 Approved)Ohio
Registered Investment Advisory firm - (5/7/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7777 Washington Village Dr. Suite 120, Dayton, OH 45459
Mailing Address
P.o. Box 744, Dayton, OH 45401-0744
Phone number
(937) 956-7875
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 406 |
| AUM (Assets Under Management) | $ 463,314,011 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/25/2025 | ||
| 10/22/2024 | ||
| 01/22/2024 | ||
| 07/26/2022 |
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
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
CRD#: 292661Dayton, OH 45459TRUST BUT VERIFY
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