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Desmond Eugene Blue

CFP®
POWER WEALTH MANAGEMENT
ALPHARETTA, GA
·CRD# 6514216·11 years experience

Professional Summary

Desmond Eugene Blue, CFP®, who also goes by Desmond Blue, is a registered financial advisor currently at POWER WEALTH MANAGEMENT located in Alpharetta, Georgia. Desmond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Desmond has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Desmond Blue

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2018

Years of Experience

11 years in the financial services industry

Current & Past Employments

POWER WEALTH MANAGEMENT·CRD# 315101
RIA
2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009
August 31, 2026 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Atlanta, GA
October 25, 2022 - August 31, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Atlanta, GA
October 25, 2022 - August 31, 2026
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Boston, MA
July 13, 2018 - November 4, 2022
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Alpharetta, GA
August 8, 2017 - July 13, 2018
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Alpharetta, GA
August 10, 2015 - November 1, 2022

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Current Firm

PW
POWER WEALTH MANAGEMENT

POWER WEALTH MANAGEMENT | POWER WEALTH MANAGEMENT LLC

CRD#: 315101 / SEC#: 801-127940
RIA
Registered Investment Advisory firm - SEC (5/8/2023 Approved)
Georgia
Registered Investment Advisory firm - Georgia (5/30/2023 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/29/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009

Phone Number

(404) 889-8919

# of Employees

10

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

POWER WEALTH MANAGEMENT - FIRM BROCHURE - PART 2 (9/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

718

AUM (Assets Under Management)

$429,921,410

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I*1100289For profit or not for profit: Entity For ProfitName of outside business organization: Georgia Premier BasketballInvestment related: NAddress of business: Canton, GeorgiaNature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 12/5/2022Number of hours devoted: 15 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Teaching basketball skills to youth. May involve conditioning and weightlifting I*1807279, Entity Type: Entity Non-profit, Name of OBA: HeartBound Ministries, Inc, Address: Atlanta, GA., 31119-0703, Investment Related: No, Position, Title, Association: None, Employee Start Date: 5/1/2024, No Hours: 4hrs/mo., No Hours during trading: 0, Duties: Financial literacy courses.

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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".
PW
POWER WEALTH MANAGEMENT

POWER WEALTH MANAGEMENT | POWER WEALTH MANAGEMENT LLC

CRD#: 315101 / SEC#: 801-127940
RIA
Registered Investment Advisory firm - SEC (5/8/2023 Approved)
Georgia
Registered Investment Advisory firm - Georgia (5/30/2023 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/29/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Georgia
(8/31/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2015About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2015About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Desmond Eugene Blue's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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