SB
Srdjan Blum
TITLEIST ASSET MANAGEMENT
WEBSTER, TX 77598
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CRD#: 4688896
SB
Professional summary
Srdjan Blum, CFP® is a registered financial advisor currently at TITLEIST ASSET MANAGEMENT, LLC located in Webster, Texas and TITLEIST CAPITAL, LLC located in Webster, Texas.
Srdjan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Srdjan has worked at 5 firms and has passed the Series 66, 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.
Blum and White Wealth Management, LLC. - Operate doing business as Blum and White Wealth Management. All Securities and Advisory Services are offered through Titleist Asset Management, Ltd., Member FINRA and SIPC. Titleisit Capital, LLC Broker Dealer Registered Representative Since 07/2017 Investment Related Titleist Asset Management, LLC Investment Adviser Investment Adviser Representative Since 04/2023 Investment Related
CRS (Client Relationship Summary) - RIA
Click below to view Srdjan Blum'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: 2009
Experience
Current
April 17, 2023 - Present
TITLEIST ASSET MANAGEMENT, LLC
Office #1: 711 W. Bay Area Blvd. Suite 140, Webster, TX 77598RIA
CRD#: 323567
WEBSTER, TX
Current
July 25, 2017 - Present
TITLEIST CAPITAL, LLC
Office #1: 711 W. Bay Area Blvd. Suite 410, Webster, TX 77598BD
CRD#: 126136
Webster, TX
Past
July 25, 2017 - August 8, 2023
TITLEIST CAPITAL, LLC
RIA
CRD#: 126136
SAN ANTONIO, TX
Past
September 25, 2009 - July 26, 2017
INVESTMENT PROFESSIONALS, INC.
RIA
CRD#: 30184
WEBSTER, TX
Past
September 25, 2009 - July 26, 2017
INVESTMENT PROFESSIONALS, INC.
BD
CRD#: 30184
WEBSTER, TX
Past
October 21, 2003 - September 29, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
HOUSTON, TX
Past
September 29, 2003 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 29, 2003 - September 29, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
HOUSTON, TX
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".
TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT
CRD#: 323567 / SEC#: 801-126953
RIA
Registered Investment Advisory firm - (11/25/2022 Approved)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
Florida(7/25/2017)
RR
Texas(7/25/2017)
IAR
Texas(4/17/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT
CRD#: 323567 / SEC#: 801-126953
RIA
Registered Investment Advisory firm - (11/25/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258
Mailing Address
Phone number
(210) 826-2424
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,813 |
| AUM (Assets Under Management) | $ 2,430,293,058 |
Red Flags
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Company Information
TITLEIST ASSET MANAGEMENT, LLC
CRD#: 323567Webster, TX 77598TRUST BUT VERIFY
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