Grayson E. Blazek
FINANCIAL SYMMETRY
RALEIGH, NC 27607
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CRD#: 6737315
Grayson Edward BlazekFINANCIAL SYMMETRY
Professional summary
Grayson Edward Blazek, CFP® is a registered financial advisor currently at FINANCIAL SYMMETRY INC. located in Raleigh, North Carolina.
Grayson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Grayson has worked at 1 firm .
At a Glance
Always Fiduciary
Min. Asset: $50K–$100K
Services Offered
Estate Planning
Employee and Employer Plan Benefits
Retirement Planning
Debt Management
Budgeting
Comprehensive Financial Planning
Education Planning
Investment Planning
Insurance Planning
Tax Planning
Specializations
Cash Flow/Budgets/Credit Issues
College/Education Planning
Hourly
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Tax Planning
Biography
I grew up in Wilmington, NC where I developed a love for the ocean, and the activities that come with it. My wife Lauren and I met at NC State and have since made our home in Durham, NC. Our free time is often spent heading to the beach, enjoying the numerous parks the Triangle has to offer, going for walks on the American Tobacco Trail, cheering on our alma mater at basketball games, and rooting for the Chicago Cubs.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Grayson Edward Blazek'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®
Start date: 2017
Experience
Current
January 18, 2017 - Present
FINANCIAL SYMMETRY INC.
Office #1: 5438 Wade Park Blvd Suite 310, Raleigh, NC 27607RIA
CRD#: 118443
RALEIGH, NC
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".
FINANCIAL SYMMETRY INC.
FINANCAL SYMMETRY INC. | FINANCIAL SYMMETRY INCORPORATED | FINANCIAL SYMMETRY INC.
CRD#: 118443 / SEC#: 801-62698
RIA
Registered Investment Advisory firm - (1/28/2004 Approved)North Carolina
Registered Investment Advisory firm - (1/28/2004 Terminated)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
North Carolina(1/18/2017)
IAR
Texas(11/12/2024)
Exams
Current Firm
FINANCIAL SYMMETRY INC.
FINANCAL SYMMETRY INC. | FINANCIAL SYMMETRY INCORPORATED | FINANCIAL SYMMETRY INC.
CRD#: 118443 / SEC#: 801-62698
RIA
Registered Investment Advisory firm - (1/28/2004 Approved)North Carolina
Registered Investment Advisory firm - (1/28/2004 Terminated)Loading...
Contact information
Main Address
5438 Wade Park Blvd Suite 310, Raleigh, NC 27607
Mailing Address
Phone number
(919) 851-8200
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,370 |
| AUM (Assets Under Management) | $ 1,540,631,895 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 02/27/2024 |
Red Flags
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Company Information
FINANCIAL SYMMETRY INC.
CRD#: 118443Raleigh, NC 27607TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
