Daren E. Blonski

FERMATA ADVISORS

Sonoma, CA 95476

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CRD#: 5974079

Professional summary

Daren E Blonski, AIF®, CFP®, who also goes by Daren Blonski, is a registered financial advisor currently at FERMATA ADVISORS located in Sonoma, California.

Daren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Daren has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daren Blonski

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.

Sonoma Leadership Systems Leadership Training Sonoma, CA Start date: 1/1/2005 Leadership Consultant Hours per week: 1 Hours during trading: 1 Facilitate three off leadership classes as directed by Sonoma Leadership Systems Rental Property Fairfield, CA Start date: 1/7/2015 Owner Hours per week: 1 Hours during trading: 0 Manage Rental Property SCHELL-VISTA FIRE DEPARTMENT SONOMA, CA 95476 1/3/2012 VOLUTEER FIRE FIGHTER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daren E Blonski'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

September 30, 2019 - Present

FERMATA ADVISORS

Office #1: 539 Broadway Suite A, Sonoma, CA 95476

RIA

CRD#: 305614

Sonoma, CA

Past

May 15, 2017 - January 31, 2020

ENSO WEALTH MANAGEMENT, LLC

RIA

CRD#: 287882

SONOMA, CA

Past

September 27, 2016 - May 30, 2017

ENSO WEALTH MANAGEMENT

RIA

CRD#: 169784

Sonoma, CA

Past

January 5, 2012 - August 30, 2016

EDWARD JONES

RIA

CRD#: 250

SONOMA, CA

Past

October 21, 2011 - August 30, 2016

EDWARD JONES

CRD#: 250

SONOMA, 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".

FERMATA ADVISORS

CRD#: 305614 / SEC#: 801-117411

RIA

Registered Investment Advisory firm - (9/30/2019 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

California
(9/30/2019)

IAR

Texas
(10/18/2020)

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: 11/4/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/30/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/20/2011

General Securities Representative Examination

Current Firm

FERMATA ADVISORS

CRD#: 305614 / SEC#: 801-117411

RIA

Registered Investment Advisory firm - (9/30/2019 Approved)

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Contact information

Main Address

539 Broadway Suite A, Sonoma, CA 95476

Mailing Address

Phone number

(707) 938-7414

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FERMATA ADVISORS LLC (4/4/2025)

ADV 2A - SONOMA WEALTH ADVISORS (3/28/2025)

ADV 2A - RICH FINANCIAL (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,095
AUM (Assets Under Management)	$ 1,145,263,457

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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Advisor Monitoring

Firm Stability Insights

Daren E. Blonski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daren E Blonski's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENSO WEALTH MANAGEMENT, LLC

ENSO WEALTH MANAGEMENT

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

FERMATA ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2011

SIE

Date: 8/30/2016

Series 7

Date: 10/20/2011

Current Firm

FERMATA ADVISORS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FERMATA ADVISORS

TRUST BUT VERIFY

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