Blake Rozsa
Professional Summary
Blake Rozsa is a registered financial advisor currently at TOWNSQUARE CAPITAL, LLC located in Lehi, Utah. Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Blake has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
ALIGNMENT FINANCIAL ADVISORS | ZAG ADVISORS | WEALTH MANAGEMENT CPAS | VISION TREE FINANCIAL ADVISORS | TURNING POINT FINANCIAL GROUP | TOWNSQUARE CAPITAL, LLC | THE NORDEN GROUP | SW WEALTH STRATEGIES | SUNCREST ADVISORS | SMART FINANCIAL | PERSONAL ECONOMICS | PARK AVENUE ADVISORS | OXFORD WEALTH ADVISORS | ORION OCIO | OLSEN WEALTH ADVISORS | MCKELL PARTNERS | MARSHALL WEALTH ADVISORS | LARSON FINANCIAL COMPANY | KINNECT FINANCIAL | JOURNEY FINANCIAL SERVICES | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES LLC | JEFF WANGSGARD & ASSOCIATES | HURST FINANCIAL CONSULTING | HUGHES & ASSOCIATES | HUDSON OAKS WEALTH MANAGEMENT | HALO RETIREMENT | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH | CAPITAL PROTECTION INSURANCE | CACHE-FINANCIAL | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH | ASCENT RETIREMENT ADVISORS | ALLIANCE WEALTH ADVISORS
Contact Information
Main Address
Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043Phone Number
(385) 375-8650# of Employees
53SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
58,181AUM (Assets Under Management)
$18,072,280,303Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/14/2024 | Cover Page | Report |
| 10/27/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
ALIGNMENT FINANCIAL ADVISORS | ZAG ADVISORS | WEALTH MANAGEMENT CPAS | VISION TREE FINANCIAL ADVISORS | TURNING POINT FINANCIAL GROUP | TOWNSQUARE CAPITAL, LLC | THE NORDEN GROUP | SW WEALTH STRATEGIES | SUNCREST ADVISORS | SMART FINANCIAL | PERSONAL ECONOMICS | PARK AVENUE ADVISORS | OXFORD WEALTH ADVISORS | ORION OCIO | OLSEN WEALTH ADVISORS | MCKELL PARTNERS | MARSHALL WEALTH ADVISORS | LARSON FINANCIAL COMPANY | KINNECT FINANCIAL | JOURNEY FINANCIAL SERVICES | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES LLC | JEFF WANGSGARD & ASSOCIATES | HURST FINANCIAL CONSULTING | HUGHES & ASSOCIATES | HUDSON OAKS WEALTH MANAGEMENT | HALO RETIREMENT | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH | CAPITAL PROTECTION INSURANCE | CACHE-FINANCIAL | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH | ASCENT RETIREMENT ADVISORS | ALLIANCE WEALTH ADVISORS
State Registrations and Notice Filings
(5/21/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Blake Rozsa's CRS (Customer Relationship Summary).
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