Edward J. Blake

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CRD#: 2462336

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.

Edward James Blake, who also goes by Ed Blake, Edward Blake, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1997. Edward had 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"?

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.

The advisor shows no other business activity.

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

January 24, 2020 - December 31, 2025

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

RIA

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

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

State Security Law Exam

Series 63

Date: 5/9/1997

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/22/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 1/29/1997

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 2

Date: 11/2/1994

Non-Member General Securities Examination

Principal/Supervisory Exam

Series 26

Date: 2/25/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

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)

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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

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLAKE SCHUTTER THEIL ADV2A (3/26/2025)

BLAKE SCHUTTER THEIL WRAP BROCHURE (3/26/2025)

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	Cover Page	Report
10/22/2024	Cover Page	Report
01/22/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Edward J. Blake

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SANCTUARY ADVISORS, LLC

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

2480 SECURITIES LLC

Primary Firm SEC Registration

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/9/1997

Series 65

Date: 2/22/1994

Series 6

Date: 1/29/1997

Series 2

Date: 11/2/1994

Series 26

Date: 2/25/1997

Current Firm

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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