PB
Paul T. Blake
WISE MONEY ISRAEL LLC
St. Augustine, FL
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CRD#: 7697069
PB
Professional summary
Paul Timothy Blake is a registered financial advisor currently at WISE MONEY ISRAEL LLC located in St. Augustine, Florida.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Paul has worked at 1 firm and has passed the Series 65 exam.
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.
Financial Heirs International LLC, President, Not Investment Related. 116 N. Hamilton Springs Rd., St. Augustine, FL 32084. Financial stewardship and education. Started 07/2022. Spends approximately 20% of time working on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Timothy 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®
NoneExperience
Current
October 11, 2023 - Present
WISE MONEY ISRAEL LLC
RIA
CRD#: 321874
St. Augustine, 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
Florida(10/11/2023)
Current Firm
WM
WISE MONEY ISRAEL LLC
WISE MONEY ISRAEL LLC
CRD#: 321874 / SEC#: 801-125924
RIA
Registered Investment Advisory firm - (2/7/2023 Terminated)Florida
Registered Investment Advisory firm - (10/11/2023 Approved)Texas
Registered Investment Advisory firm - (6/6/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
St. Augustine, FL
Mailing Address
Phone number
(929) 309-0006
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 3,849,646 |
Red Flags
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