Troy Robert Blakely
Professional Summary
Troy Robert Blakely, who also goes by Troy Blakely, is a registered financial advisor currently at GENERATIONAL CAPITAL MARKETS INC. located in Richardson, Texas. Troy is registered as a RR (Registered Representative) and started their career in finance in 2024. Troy has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Troy Blakely
Similar Advisors
ORION WEALTH MANAGEMENT LLC
NYLIFE SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
NYLIFE SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
NYLIFE SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
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.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
NYLIFE SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
ORION WEALTH MANAGEMENT LLC
NYLIFE SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
Current Firm
GENERATIONAL CAPITAL MARKETS INC. | ZURICH CAPITAL PARTNERS, INC
Contact Information
Main Address
3400 N. Central Expressway Suite 100, Richardson, TX 75082Mailing Address
3400 N. Central Expressway Suite 100, Richardson, TX 75082Phone Number
(972) 448-1000Established
Nevada since 08/23/2006Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
ORION WEALTH MANAGEMENT LLC
NYLIFE SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
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.
The advisor shows no other business activity.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
NYLIFE SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
(1/2/2025)
(5/5/2026)
(3/2/2026)
(3/21/2025)
(4/15/2024)
(3/2/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Feb 2024About the Series 79TO examSRO Registrations
Similar Advisors
ORION WEALTH MANAGEMENT LLC
NYLIFE SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
CRS (Client Relationship Summary) - BD
Click below to view Troy Robert Blakely's CRS (Customer Relationship Summary).
Similar Advisors
ORION WEALTH MANAGEMENT LLC
NYLIFE SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.