Anthony L. Blagrove
TRAVEKA WEALTH | Vice President, Co-Head of Silicon Valley Office
LOS ALTOS, CA 94022
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CRD#: 4949351
Professional summary
Anthony Lawrence Blagrove, CFP®, who also goes by Anthony L Blagrove, Tony Blagrove, is a registered financial advisor currently at TRAVEKA WEALTH, LLC located in Los Altos, California.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Anthony has worked at 3 firms and has passed the Series 65 exam.
Biography
At Goldman Sachs Personal Financial Management, our financial advisers help you answer the questions that are important to you and your unique situation. We go beyond traditional financial planning and investment management by incorporating your ideal life and tailoring advice, a financial plan and an investment strategy to meet your life goals - not just your financial goals.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Education Planning
Employee and Employer Plan Ben...
Tax Planning
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Asset Allocation
Estate Planning
Investment Management
Identity Theft
Mutual Funds
Real Estate
Insurance
Retirement
Stocks & Bonds
Long-term Care
Medical & Health Issues
Sudden Wealth
Personal Taxes
Are you a "fiduciary"?
Yes
Aliases
Anthony L Blagrove | Tony Blagrove
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.
ALPINE CAPITAL MANAGEMENT, LLC LOCATED AT 1031 CLYDE AVE #403, SANTA CLARA, CA. INVESTMENT RELATED; REAL ESTATE; POSITION IS PRESIDENT AND FOUNDER; OWNER OF A MULTI-FAMILY UNIT LOCATED IN WA; START DATE 3/21/07; 2-5 HOURS PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Lawrence Blagrove'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: 2011
Experience
Current
October 23, 2023 - Present
TRAVEKA WEALTH, LLC
Office #1: 175 S San Antonio Road Suite 101, Los Altos, CA 94022RIA
CRD#: 328421
LOS ALTOS, CA
Past
December 7, 2015 - November 3, 2023
UNITED CAPITAL FINANCIAL ADVISORS
RIA
CRD#: 134600
Menlo Park, CA
Past
March 24, 2008 - March 8, 2016
BEDROCK CAPITAL MANAGEMENT, INC.
RIA
CRD#: 120376
LOS ALTOS, 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".
TW
TRAVEKA WEALTH, LLC
MARGOT WEALTH VENTURES, LLC | TRAVEKA WEALTH, LLC
CRD#: 328421 / SEC#: 801-128889
RIA
Registered Investment Advisory firm - (10/18/2023 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.Highlighted states indicate IAR registrations
IAR
California(10/23/2023)
IAR
Texas(6/23/2025)
Current Firm
TW
TRAVEKA WEALTH, LLC
MARGOT WEALTH VENTURES, LLC | TRAVEKA WEALTH, LLC
CRD#: 328421 / SEC#: 801-128889
RIA
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Contact information
Main Address
175 S San Antonio Road Suite 101, Los Altos, CA 94022
Mailing Address
Phone number
(650) 397-2225
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 748 |
| AUM (Assets Under Management) | $ 647,904,703 |
Red Flags
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Company Information
TRAVEKA WEALTH, LLC
Vice President, Co-Head of Silicon Valley OfficeCRD#: 328421Los Altos, CA 94022TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
