Tricee Wright

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS

SAN LUIS OBISPO, CA 93401

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CRD#: 4919391

Professional summary

Tricee Wright, who also goes by Adele Patrice Bolterman, Tricee Bolterman, 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 Orcutt, California.

Tricee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Tricee has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adele Patrice Bolterman | Tricee Bolterman

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 and insurance agent at Blakeslee & Blakeslee, Tricee is also registered as an Investment Advisor Representative for Blakeslee & Blakeslee Financial Advisors, and will offer clients advice or products from this activity. This activity does not interfere with her duties and obligations at Blakeslee & Blakeslee and is approved by President Sam Blakeslee.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tricee Wright's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 29, 2017 - Present

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

Office #1: 1101 Marsh St., San Luis Obispo, CA 93401

RIA

CRD#: 287683

SAN LUIS OBISPO, CA

Current

May 10, 2007 - Present

BLAKESLEE AND BLAKESLEE INC.

Office #1: 125 Union Avenue Suite 103, Orcutt, CA 93455

CRD#: 8149

Orcutt, CA

Past

June 8, 2017 - July 14, 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".

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)

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

California
(6/29/2007)

IAR

California
(6/29/2017)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/8/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/28/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/11/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/9/2007

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. (4/1/2025)

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. WRAP FEE PROGRAM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	727
AUM (Assets Under Management)	$ 308,492,461

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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Tricee Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tricee Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLAKESLEE AND BLAKESLEE INC.

BLAKESLEE AND BLAKESLEE INC.

Primary Firm SEC Registration

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2017

Series 63

Date: 6/28/2007

SIE

Date: 10/1/2018

Series 7

Date: 3/11/2010

Series 6

Date: 5/9/2007

FINRA

Current Firm

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

TRUST BUT VERIFY

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