CD
Craig S. Darnell
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS
San Luis Obispo, CA 93401
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CRD#: 4573977
CD
Professional summary
Craig Stuart Darnell, 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.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Craig has worked at 2 firms and has passed the Series 63, SIE and Series 7 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.
In addition to being a registered representative, officer, and insurance agent at Blakeslee & Blakeslee, Craig is also registered as an Investment Advisor Representative (and serves as an officer) for Blakeslee & Blakeslee Financial Advisors, and will offer clients advice or products from this activity. This activity does not interfere with his duties and obligations at Blakeslee & Blakeslee and is approved by President Sam Blakeslee. Craig will serves as a Director on the Cuesta College Foundation Board starting Aug. 1st, 2022. He will spends approximately three hours a quarter attending board meetings and assisting the foundation with the implementation and monitoring of their Strategic Plan for 2022-2024. None of his time devoted to his role as director will be transacted during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Stuart Darnell'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: 2006
Experience
Current
June 22, 2017 - Present
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
Office #1: 1101 Marsh St., San Luis Obispo, CA 93401RIA
CRD#: 287683
San Luis Obispo, CA
Current
August 26, 2002 - Present
BLAKESLEE AND BLAKESLEE INC.
Office #1: 1101 Marsh Street, San Luis Obispo, CA 93401BD
CRD#: 8149
San Luis Obispo, CA
Past
October 4, 2016 - May 17, 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(9/17/2002)
IAR
California(6/22/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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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