Blakeslee and Blakeslee Inc.
Firm details
- Headquarters
- San Luis Obispo, California
- CRD number
- 8149
- Registered since
- July 5, 1984
- Website
- blakeslee-blakeslee.com
Firm profile
FINTRXOverview
Blakeslee and Blakeslee Inc. is organized as a corporation with individual ownership. The firm's regulatory snapshot classifies it as "Unclassified" and lists it as neither a capital allocator nor an active ESG investor. The data provided does not include descriptions of the firm's advisory activities, fee arrangements, client segments, or specific lines of business. The profile indicates a number of negative flags rather than affirmative capabilities: the firm is not flagged as a multi-state adviser, is not identified as a pension consultant, and is not listed as a related adviser. It is also not described as a newly formed adviser.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Deirdre Torres
CCO & COOCRD 5361708

Craig Darnell
Chief Investment OfficerCRD 4573977

Sam Blakeslee
CEO & PresidentCRD 2575749
Contacts
3 of 13
Stephen Hiltscher
Wealth AdvisorCRD 4888806
Tricee Wright
Wealth AdvisorCRD 4919391

Gary Peace
Financial Planning AssociateCRD 1623381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Luis Obispo, CA
San Luis Obispo
Location
San Luis Obispo, CA
Headquartered in San Luis Obispo, CA, in the West of the United States.
- Region
- West
- County
- San Luis Obispo
- Address
- 1101 Marsh St
- Time zone
- PT (UTC-8)
- Office locations
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