SB
Seth H. Blades
BDL WEALTH MANAGEMENT PLLC
BILLINGS, MT 59101
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CRD#: 7882493
SB
Professional summary
Seth H Blades, who also goes by Seth Blades, is a registered financial advisor currently at BDL WEALTH MANAGEMENT PLLC located in Billings, Montana.
Seth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Seth has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Seth Blades
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.
Seth H Blades is an accountant and operates his own firm, Seth H. Blades CPA PC, offering tax planning and other accounting services. From time to time, he will offer clients services from this firm. This creates a conflict of interest, because Mr. Blades has an incentive to recommend the services of Seth H. Blades CPA PC to receive additional compensation. Seth H. Blades always acts in the best interest of the client, including when recommending the services of Seth H. Blades CPA PC. Clients always have the right to decide whether to act on BDL's recommendation that the client engage an accountant and, if the client decides to act, they have the right to do so with the accountant of their choosing. 40 hours per month is spent on this activity. 10% of the time is devoted to other business during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Seth H Blades'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
July 2, 2024 - Present
BDL WEALTH MANAGEMENT PLLC
Office #1: 404 North 31st St Suite 125, Billings, MT 59101RIA
CRD#: 330196
BILLINGS, MT
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
Montana(7/2/2024)
IAR
Washington(10/14/2024)
Exams
Current Firm
BW
BDL WEALTH MANAGEMENT PLLC
BDL WEALTH MANAGEMENT PLLC
CRD#: 330196 / SEC#:
Montana
Registered Investment Advisory firm - (4/29/2024 Approved)Washington
Registered Investment Advisory firm - (10/14/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
404 North 31st St Suite 125, Billings, MT 59101
Mailing Address
Phone number
(406) 694-1898
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 2,352,505 |
Red Flags
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Company Information
BDL WEALTH MANAGEMENT PLLC
CRD#: 330196Billings, MT 59101TRUST BUT VERIFY
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