Blake F. Feindel

DARK HORSE ADVISORS LLC

Rancho Santa Fe, CA 92067

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CRD#: 5333924

Professional summary

Blake Frederick Feindel is a registered financial advisor currently at DARK HORSE ADVISORS LLC located in Rancho Santa Fe, California.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Blake has worked at 6 firms and has passed the Series 66 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.

1) CA Resident Insurance Producer; investment-related; 12626 High Bluff Drive, Suite 440, San Diego, CA 92130; licensed insurance agent/broker; life-only, variable contracts, and accident & health insurance; licenses obtained in 2007.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Frederick Feindel'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®

None

Experience

Current

July 15, 2024 - Present

DARK HORSE ADVISORS LLC

Office #1: 16950 Via De Santa Fe Suite 5060-104, Rancho Santa Fe, CA 92067

RIA

CRD#: 312741

Rancho Santa Fe, CA

Past

May 24, 2021 - July 10, 2024

PRESIDIO CAPITAL MANAGEMENT, LLC

RIA

CRD#: 304501

SAN DIEGO, CA

Past

June 10, 2018 - January 2, 2020

CENTURA WEALTH ADVISORY

RIA

CRD#: 296985

SAN DIEGO, CA

Past

March 9, 2018 - November 1, 2018

DANIEL WEALTH ADVISORS

RIA

CRD#: 150382

CORONA DEL MAR, CA

Past

January 28, 2015 - December 31, 2017

DANIEL WEALTH ADVISORS

RIA

CRD#: 150382

SAN DIEGO, CA

Past

December 2, 2013 - December 31, 2014

DANIEL WEALTH ADVISORS

RIA

CRD#: 150382

SAN DIEGO, CA

Past

April 8, 2009 - December 2, 2013

CENTARA CAPITAL MANAGEMENT GROUP, INC.

RIA

CRD#: 114880

SAN DIEGO, CA

Past

March 18, 2009 - December 2, 2013

CAPLINK SECURITIES, INC

CRD#: 130702

SAN DIEGO, CA

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
(7/15/2024)

IAR

Nevada
(7/15/2024)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/6/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/17/2009

General Securities Representative Examination

Current Firm

DARK HORSE ADVISORS LLC

DARK HORSE ADVISORS | DARK HORSE PRIVATE WEALTH | DARK HORSE ADVISORS LLC

CRD#: 312741 / SEC#:

California

Registered Investment Advisory firm - (3/21/2023 Approved)

Nevada

Registered Investment Advisory firm - (5/12/2021 Approved)

Texas

Registered Investment Advisory firm - (4/24/2024 Conditional Restricted)

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Contact information

Main Address

San Diego, CA

Mailing Address

16950 Via De Santa Fe Suite 5060-17, Rancho Santa Fe, CA 92067

Phone number

(858) 832-2514

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	305
AUM (Assets Under Management)	$ 103,883,890

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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Blake F. Feindel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Frederick Feindel's CRS (Customer Relationship Summary).

Certified licenses

Experience

DARK HORSE ADVISORS LLC

PRESIDIO CAPITAL MANAGEMENT, LLC

CENTURA WEALTH ADVISORY

DANIEL WEALTH ADVISORS

DANIEL WEALTH ADVISORS

DANIEL WEALTH ADVISORS

CENTARA CAPITAL MANAGEMENT GROUP, INC.

CAPLINK SECURITIES, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/6/2009

Series 7

Date: 3/17/2009

Current Firm

DARK HORSE ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DARK HORSE ADVISORS LLC

TRUST BUT VERIFY

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