Blake M. Street
WARREN STREET WEALTH ADVISORS | Founding Partner & Chief Investment Officer
IRVINE, CA 92618
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CRD#: 5639290
Professional summary
Blake Matthew Charles Street, CFP®, who also goes by Blake Matthew Street, is a registered financial advisor currently at WARREN STREET WEALTH ADVISORS, LLC located in Irvine, California.
Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Blake has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Blake Street is a Founding Partner and Chief Investment Officer of Warren Street Wealth Advisors. Blake graduated from California State University, Fullerton in 2009 with a Bachelor of Arts in Finance, and he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Financial Analyst (CFA).
Blake began his career in Financial Services at La Pointe Wealth Management, LPL Financial, in 2008. For four years he operated in a multi-faceted role, which encompassed comprehensive financial planning, investment management, trading, and research.
At Warren Street Wealth Advisors, Blake leverages his professional and academic experience to equip the firm’s clients and their advisors with the tools necessary to secure financial futures. Blake believes financial planning and a disciplined investment approach drive successful outcomes.
Away from the office, Blake is an avid pickleballer, washed up gamer, Lakers fanatic, volunteer, and traveler. His mental health game changer is to connect with friends and compete, especially on the pickleball courts (though he will take part in pretty much anything). Most importantly, he is married to his best friend and high school sweetheart, Maelesa. Together, they are raising their beautiful children Reece (2019) and Rowan (2021), and Dad is his favorite title of all.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Tax Planning
Investment Planning
Employee and Employer Plan Ben...
Are you a "fiduciary"?
Yes
Aliases
Blake Matthew Street
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)REAL ESTATE BROKER. SANTA ANA, CA. STARTED 05/2013 AS BROKER. AM A LICENSED REAL ESTATE BROKER IN THE STATE OF CALIFORNIA. I HOLD THE LICENSE MOSTLY FOR PERSONAL USE. I MAY USE IT OCCASIONALLY FOR CLOSELY HELD CLIENTS, FRIENDS, AND FAMILY. SPENDS 0 HR/YR, NONE DURING TRADING.
2) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.
3)SEASON TICKET SALES, 1010 W. MACARTHUR BLVD, #109, SANTA ANA, CA 92707 ; BEGAN 09/15/2014 ; AS SEASON TICKET HOLDER ; NOT INVESTMENT RELATED ; DEVOTES 2 HRS/WK ; NONE DURING TRADING HOURS.
4)BMC STREET ADVISORY, LLC, 190 S. GLASSELL, SUITE #209, ORANGE, CA 92866 ; BEGAN 10/01/2011 ; AS FOUNDER ; NOT INVESTMENT RELATED ; DEVOTES 5 HRS/YR ; NONE DURING TRADING HOURS.
5) Street I LLC;investment related: yes; Street I LLC is a holding company that Mr Street owns 50% of. Currently, the only asset within Street I LLC is a F45 Training Fitness franchise that Mr. Streets father co-owns and operates. Mr. Street spends zero hours on this endeavor during market hours.; Position Title: Co-owner; Responsibilities Duties: Investor, strategic guidance, management consulting.; Start date with business: 2019-08-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Blake Matthew Charles Street'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
February 27, 2015 - Present
WARREN STREET WEALTH ADVISORS, LLC
Office #1: 200 Spectrum Center Drive Suite 300, Irvine, CA 92618RIA
CRD#: 173447
IRVINE, CA
Past
October 5, 2011 - March 11, 2015
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
ORANGE, CA
Past
October 4, 2011 - March 11, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
ORANGE, CA
Past
July 26, 2010 - September 15, 2011
LPL FINANCIAL LLC
RIA
CRD#: 6413
TEMECULA, CA
Past
May 24, 2010 - September 15, 2011
LPL FINANCIAL LLC
BD
CRD#: 6413
TEMECULA, 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".
WS
WARREN STREET WEALTH ADVISORS, LLC
WARREN STREET WEALTH ADVISORS | WARREN STREET WEALTH ADVISORS, LLC
CRD#: 173447 / SEC#: 801-117597
RIA
Registered Investment Advisory firm - (11/8/2019 Approved)California
Registered Investment Advisory firm - (2/14/2020 Terminated)Texas
Registered Investment Advisory firm - (1/15/2020 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.Highlighted states indicate IAR registrations
IAR
California(2/27/2015)
IAR
Texas(2/27/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WS
WARREN STREET WEALTH ADVISORS, LLC
WARREN STREET WEALTH ADVISORS | WARREN STREET WEALTH ADVISORS, LLC
CRD#: 173447 / SEC#: 801-117597
RIA
Registered Investment Advisory firm - (11/8/2019 Approved)California
Registered Investment Advisory firm - (2/14/2020 Terminated)Texas
Registered Investment Advisory firm - (1/15/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Spectrum Center Drive Suite 300, Irvine, CA 92618
Mailing Address
Phone number
(714) 876-6200
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,020 |
| AUM (Assets Under Management) | $ 457,771,459 |
Red Flags
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Company Information
WARREN STREET WEALTH ADVISORS, LLC
Founding Partner & Chief Investment OfficerCRD#: 173447Irvine, CA 92618TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
