Gregory E. Blake

TRITONPOINT WEALTH

Burke, VA

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CRD#: 5392729

Professional summary

Gregory Edward Blake, who also goes by Gregory Blake, is a registered financial advisor currently at TRITONPOINT WEALTH, LLC located in Burke, Virginia.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gregory has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory Blake

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. I AM CO-FOUNDER AND ON THE BOARD OF DIRECTORS FOR INBOUNDS ATHLETIC PERFORMANCE LLC (6030 MARSHALEE DRIVE, SUITE 704, ELKRIDGE, MD 21075). THIS BUSINESS IS A PROVIDER OF ARTIFICIAL SPORTS TURF. MY DUTIES ARE TO PROVIDE GUIDANCE AND STRATEGIC ADVICE TO THE MANAGEMENT TEAM. I DEVOTE APPROXIMATELY SIX HOURS A MONTH TO THIS BUSINESS, NONE OF WHICH ARE DURING MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Edward Blake'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

October 18, 2023 - Present

TRITONPOINT WEALTH, LLC

Office #2: 5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815

RIA

CRD#: 328398

Burke, VA

Past

August 21, 2017 - November 3, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

BETHESDA, MD

Past

December 5, 2014 - April 26, 2017

WMS PARTNERS, LLC

RIA

CRD#: 109971

TOWSON, MD

Past

May 9, 2012 - November 19, 2014

CONVERGENT WEALTH ADVISORS, LLC

RIA

CRD#: 143719

POTOMAC, MD

Past

March 28, 2011 - November 19, 2014

CITY NATIONAL SECURITIES, INC.

CRD#: 103705

LOS ANGELES, CA

Past

September 12, 2007 - March 28, 2011

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

WASHINGTON, DC

Past

August 24, 2007 - March 28, 2011

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

WASHINGTON, DC

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".

TRITONPOINT WEALTH, LLC

JOSE WEALTH VENTURES, LLC | TRITONPOINT WEALTH, LLC

CRD#: 328398 / SEC#: 801-128869

RIA

Registered Investment Advisory firm - (10/17/2023 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

Maryland
(10/18/2023)

IAR

Virginia
(10/18/2023)

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: 9/6/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/19/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2007

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 7/30/2007

Futures Managed Funds Examination

Current Firm

TRITONPOINT WEALTH, LLC

JOSE WEALTH VENTURES, LLC | TRITONPOINT WEALTH, LLC

CRD#: 328398 / SEC#: 801-128869

RIA

Registered Investment Advisory firm - (10/17/2023 Approved)

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Contact information

Main Address

5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815

Mailing Address

Phone number

(301) 799-9001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR TRITONPOINT WEALTH, LLC (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,476
AUM (Assets Under Management)	$ 1,542,817,384

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2024	Cover Page	Report

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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Gregory E. Blake

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Edward Blake's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED CAPITAL FINANCIAL ADVISORS

WMS PARTNERS, LLC

CONVERGENT WEALTH ADVISORS, LLC

CITY NATIONAL SECURITIES, INC.

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

Primary Firm SEC Registration

TRITONPOINT WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2007

SIE

Date: 11/19/2014

Series 7

Date: 8/23/2007

Series 31

Date: 7/30/2007

Current Firm

TRITONPOINT WEALTH, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRITONPOINT WEALTH, LLC

TRUST BUT VERIFY

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