Blakeslee And Blakeslee Inc.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
San Luis Obispo, California
CRD number
8149
Registered since
July 5, 1984

Firm profile

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Overview

Blakeslee And Blakeslee Inc. is organized as a corporation and is registered with the SEC; records list its registration year as 1984. The firm is identified as individually owned and carries an "Unclassified" adviser designation in the available profile attributes. The limited attributes captured indicate it does not act as a capital allocator and is not identified as an active ESG investor. It is also not recorded as a multi-state adviser, a pension consultant, or a related adviser. No specific business activities, advisory specializations, client segments, or investment philosophies are provided in the available profile.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Deirdre Torres

    Deirdre Torres

    CCO & COOCRD 5361708

  • Craig Darnell

    Craig Darnell

    Chief Investment OfficerCRD 4573977

  • Sam Blakeslee

    Sam Blakeslee

    CEO & PresidentCRD 2575749

Contacts

3 of 10
  • Taylor Perez

    Taylor Perez

    Registered RepresentativeCRD 7506202

  • Stephen Armas

    Client Service AssociateCRD 4071469

  • Kara Woodruff

    Kara Woodruff

    Financial PlannerCRD 4737785

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth