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CRD#: 8149
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BLAKESLEE AND BLAKESLEE INC. is located at 1101 Marsh Street, San Luis Obispo, CA 93401 and was first established at Los Angeles, California in 03/01/1984. After operating for 42 years, BLAKESLEE AND BLAKESLEE INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BLAKESLEE AND BLAKESLEE INC.’s clients are individuals and 0% of their clients are high net worth individuals. BLAKESLEE AND BLAKESLEE INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BLAKESLEE AND BLAKESLEE INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BLAKESLEE AND BLAKESLEE INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BLAKESLEE AND BLAKESLEE INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BLAKESLEE AND BLAKESLEE INC. Comes From

Understanding the Statistics for BLAKESLEE AND BLAKESLEE INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1101 Marsh Street, San Luis Obispo, CA 93401
Mailing Address
1101 Marsh Street, San Luis Obispo, CA 93401
Firm Size
Small
Phone Number
(805) 543-4366
Established
California since 03/01/1984
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BLAKESLEE, SAM NORMANPRESIDENT; CFO; TREASURER; MUNI PRIN; AML OFR; GENERAL PRINCIPAL2575749
CRYDEN, DAVID WILLIAMVP1188657
DARNELL, CRAIG STUARTVP4573977
TORRES, DEIRDRE MICHELLEVP; GENERAL PRINCIPAL; CHIEF COMPLIANCE OFFICER5361708
WOODRUFF, KARA ANNFINOP4737785

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Advisor's working at BLAKESLEE AND BLAKESLEE INC.

SH

Stephen August Hiltscher

IAR
RR
CRD#: 4888806
Location:
San Luis Obispo, CA 93401
Company:
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
Disclosures:
Experience:
21 years
View Profile
CD

Craig Stuart Darnell

IAR
RR
CRD#: 4573977
CFP®: Certified Financial Planner
Location:
San Luis Obispo, CA 93401
Company:
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
Disclosures:
Experience:
23 years
View Profile
TW

Tricee Wright

Adele Patrice Bolterman, Tricee Bolterman
IAR
RR
CRD#: 4919391
Location:
San Luis Obispo, CA 93401
Company:
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
Disclosures:
Experience:
18 years
View Profile
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