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Thomas John Blake

Thomas J. Blake

B SIDE PARTNERS
SOUTHPORT, CT 06890
Some features on this profile are disabled
CRD#: 6334693
Thomas John Blake

Professional summary

Thomas John Blake, CFP®, who also goes by Thomas Blake, is a registered financial advisor currently at B SIDE PARTNERS, LLC located in Southport, Connecticut.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Thomas has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Thomas 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas John Blake'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®

Certified Financial Planner

Start date: 2019

Experience

Current

April 29, 2026 - Present

B SIDE PARTNERS, LLC

Office #1: 167 Old Post Road, Southport, CT 06890
RIA
CRD#: 330652
SOUTHPORT, CT
Past

April 13, 2023 - February 10, 2025

DISRUPTIVE SECURITIES

BD
CRD#: 299155
Austin, TX
Past

February 22, 2016 - March 14, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Tampa, FL
Past

February 2, 2016 - March 14, 2023

MORGAN STANLEY

BD
CRD#: 149777
Tampa, FL
Past

May 29, 2014 - November 30, 2015

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

RIA
CRD#: 143608
TAMPA, FL

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
Connecticut
(4/29/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/22/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/20/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/2/2016
General Securities Representative Examination

Current Firm

BS
B SIDE PARTNERS, LLC
B SIDE PARTNERS LLC | B SIDE PARTNERS, LLC

CRD#: 330652 / SEC#:

Connecticut
Registered Investment Advisory firm - (11/7/2024 Approved)
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Contact information

Main Address
167 Old Post Road, Southport, CT 06890
Mailing Address
Phone number
(203) 307-1091
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

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

B SIDE PARTNERS, LLC

CRD#: 330652Southport, CT 06890

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