BS
Blake Stanton
WESTSIDE FINANCIAL ADVISORS LLC
Los Angeles, CA 90049
Some features on this profile are disabled
CRD#: 7530162
BS
Professional summary
Blake Stanton is a registered financial advisor currently at WESTSIDE FINANCIAL ADVISORS LLC located in Los Angeles, California.
Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Blake has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
Stanton Management Group is a management firm that represents athletes and entertainers in their respective fields.
CRS (Client Relationship Summary) - RIA
Click below to view Blake Stanton'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®
NoneExperience
Current
April 27, 2022 - Present
WESTSIDE FINANCIAL ADVISORS LLC
Office #1: 814 South Westgate Ave Suite 270, Los Angeles, CA 90049RIA
CRD#: 308953
Los Angeles, CA
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(4/27/2022)
Exams
Current Firm
WESTSIDE FINANCIAL ADVISORS LLC
WESTSIDE FINANCIAL | WESTSIDE TAX AND ACCOUNTING SERVICES | WESTSIDE FINANCIAL ADVISORS LLC
CRD#: 308953 / SEC#:
California
Registered Investment Advisory firm - (5/14/2020 Approved)Texas
Registered Investment Advisory firm - (5/24/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
814 South Westgate Ave Suite 270, Los Angeles, CA 90049
Mailing Address
Phone number
(310) 777-1120
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 3,250,000 |
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.
