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DB

Daniel C. Blakey

BROADSIDE WEALTH
SAN FRANCISCO, CA 94104
Some features on this profile are disabled
CRD#: 6296409
DB
Daniel Clark BlakeyBROADSIDE WEALTH

Professional summary

Daniel Clark Blakey, CFP® is a registered financial advisor currently at BROADSIDE WEALTH located in San Francisco, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Clark 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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

August 7, 2026 - Present

BROADSIDE WEALTH

Office #1: 333 Bush Street Suite 400, San Francisco, CA 94104
RIA
CRD#: 342220
SAN FRANCISCO, CA
Past

February 10, 2014 - February 22, 2019

INTEGRITY FINANCIAL CORPORATION

RIA
CRD#: 137125
BELLEVUE, WA

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
(8/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/10/2014
Uniform Investment Adviser Law Examination

Current Firm

BW
BROADSIDE WEALTH
BROADSIDE WEALTH | BROADSIDE WEALTH TECHNOLOGIES INC.

CRD#: 342220 / SEC#: 801-136400

RIA
Registered Investment Advisory firm - (6/1/2026 120-Day Approval)
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Contact information

Main Address
333 Bush Street Suite 400, San Francisco, CA 94104
Mailing Address
Phone number
(628) 218-5315
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BROADSIDE WEALTH ADV PART 2A BROCHURE - APRIL 2026 (6/4/2026)
0

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.

Company Information

BROADSIDE WEALTH

CRD#: 342220San Francisco, CA 94104

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