Cheryl C. Blakey

PROTECTION POINT ADVISORS

Kirkwood, PA

Some features on this profile are disabled

CRD#: 6058053

Professional summary

Cheryl C Blakey, who also goes by Cheryl C. Blakey, Cheryl Blakey, is a registered financial advisor currently at PROTECTION POINT ADVISORS located in Kirkwood, Pennsylvania.

Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Cheryl has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cheryl C. Blakey | Cheryl Blakey

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.

Insurance Sales, Investment-related, 782 Johnnie Dodds Blvd Suite H-3 Mount Pleasant, SC 29464, UNITED STATES, Insurance, Agent, Agent, start 3/15/2012, the approximate 5 hours/month devoted to the other business, 5 the number of hours you devote to the other business during securities trading hours, Insurance Sales. Elected Officer of the Board of Chesapeake Commodores Club (Fleet Captain since January 19, 2021) - volunteer on a Board of private social club, 1-2 hours/month; P.O. Box 9542, Rosedale, MD 21237 Chesapeake Commodores Club. No investment activity. No Financial Interest. 8 - 10 Hours per month - Social Club. Installed as Commodore on 1-14-2023, and sit on the Board of Governors for the Organization. A Volunteer organization that is designed for social support and interaction among yacht club members in the Mid-Atlantic states, and Chesapeake Bay area. I do not have financial influence, on decisions made by the Board of Directors Volunteer only - NO compensation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl C Blakey'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 11, 2023 - Present

PROTECTION POINT ADVISORS

RIA

CRD#: 291805

Kirkwood, PA

Past

October 9, 2019 - October 3, 2023

EAGLES COAST WEALTH MANAGEMENT, LLC

RIA

CRD#: 297423

Kirkwood, PA

Past

September 12, 2019 - October 3, 2023

EAGLES COAST CAPITAL, LLC

CRD#: 297477

CHARLESTON, SC

Past

February 27, 2017 - October 5, 2018

SANTANDER SECURITIES LLC

RIA

CRD#: 41791

KENNETT SQUARE, PA

Past

February 27, 2017 - October 5, 2018

SANTANDER SECURITIES LLC

CRD#: 41791

KENNETT SQUARE, PA

Past

February 2, 2016 - February 17, 2017

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

WEST CHESTER, PA

Past

November 4, 2015 - February 17, 2017

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

WEST CHESTER, PA

Past

February 26, 2014 - November 3, 2015

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

WEST CHESTER, PA

Past

September 25, 2012 - February 14, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

NEW CASTLE, DE

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".

PROTECTION POINT ADVISORS

EAGLE WEST GROUP | PROTECTION POINT ADVISORS | MODERN ASSET PROTECTION PLANNING AKA M.A.P. PLANNING | EWG ELEVATE INC. | EAGLE WEST GROUP, INC.

CRD#: 291805 / SEC#: 801-113898

RIA

Registered Investment Advisory firm - (8/27/2018 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
(10/11/2023)

IAR

Pennsylvania
(10/12/2023)

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: 2/1/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/5/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/2/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/24/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PROTECTION POINT ADVISORS

EAGLE WEST GROUP | PROTECTION POINT ADVISORS | MODERN ASSET PROTECTION PLANNING AKA M.A.P. PLANNING | EWG ELEVATE INC. | EAGLE WEST GROUP, INC.

CRD#: 291805 / SEC#: 801-113898

RIA

Registered Investment Advisory firm - (8/27/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3200 Douglas Blvd Ste. 305, Roseville, CA 95661

Mailing Address

Phone number

(916) 367-4540

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-EWG ELEVATE INC. - MARCH 2025 (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,620
AUM (Assets Under Management)	$ 578,353,657

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Cheryl C. Blakey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl C Blakey's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLES COAST WEALTH MANAGEMENT, LLC

EAGLES COAST CAPITAL, LLC

SANTANDER SECURITIES LLC

SANTANDER SECURITIES LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

CETERA INVESTMENT SERVICES LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

PROTECTION POINT ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 2/1/2016

Series 63

Date: 10/5/2012

SIE

Date: 10/1/2018

Series 7

Date: 10/2/2015

Series 6

Date: 9/24/2012

Current Firm

PROTECTION POINT ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROTECTION POINT ADVISORS

TRUST BUT VERIFY

Similar Advisors