Shaun M. Blakeslee

ALTON POINT ADVISORS

Westminster, MD

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CRD#: 5162145

Professional summary

Shaun Michael Blakeslee is a registered financial advisor currently at ALTON POINT ADVISORS, LLC located in Westminster, Maryland.

Shaun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Shaun has worked at 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shaun Michael Blakeslee'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®

CRD#: 6363

COLUMBIA, MD

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

Maryland
(10/25/2022)

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Exams

State Security Law Exam

IAR

Series 66

Date: 9/22/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/11/2006

General Securities Representative Examination

Current Firm

ALTON POINT ADVISORS, LLC

CRD#: 323001 / SEC#:

Maryland

Registered Investment Advisory firm - (10/25/2022 Approved)

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Contact information

Main Address

Westminster, MD

Mailing Address

Phone number

(443) 308-3566

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 5,807,977

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Advisor Monitoring

Firm Stability Insights

Shaun M. Blakeslee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shaun Michael Blakeslee's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

SFG WEALTH MANAGEMENT

LPL FINANCIAL LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2006

SIE

Date: 10/1/2018

Series 7

Date: 9/11/2006

Current Firm

ALTON POINT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALTON POINT ADVISORS, LLC

TRUST BUT VERIFY

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