DT
Deirdre M. Torres
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS
SAN LUIS OBISPO, CA 93401
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CRD#: 5361708
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Professional summary
Deirdre Michelle Torres, who also goes by Deirdre Michelle Burke, Deirdre M Burke, 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.
Deirdre is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Deirdre has worked at 2 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Deirdre Michelle Burke | Deirdre M Burke
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.
Deirdre Michelle Torres is a registered representative. From time to time, she will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Blakeslee & Blakeslee Financial Advisers Inc. always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services any representative of Blakeslee & Blakeslee Financial Advisers Inc. in such individual's outside capacity.
CRS (Client Relationship Summary) - RIA
Click below to view Deirdre Michelle Torres'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®
NoneExperience
Current
January 8, 2018 - Present
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
Office #1: 1101 Marsh St., San Luis Obispo, CA 93401RIA
CRD#: 287683
SAN LUIS OBISPO, CA
Current
November 22, 2011 - Present
BLAKESLEE AND BLAKESLEE INC.
Office #1: 125 Union Avenue Suite 103, Orcutt, CA 93455Office #2: 544 12th Street, Paso Robles, CA 93446Office #3: 1101 Marsh Street, San Luis Obispo, CA 93401Office #4: 1129 Marsh Street, San Luis Obispo, CA 93401BD
CRD#: 8149
Orcutt, 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".
B&
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
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)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
California(2/10/2012)
IAR
California(1/8/2018)
IAR
Texas(3/13/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
B&
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
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)Upgrade to AdvisorCheck Premium
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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
7
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 727 |
| AUM (Assets Under Management) | $ 308,492,461 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
CRD#: 287683San Luis Obispo, CA 93401TRUST BUT VERIFY
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