AdvisorOS Directory
Claim Profile
Unclaimed Profile
BM

Blake Alexander Morlet

BDT & ASSOCIATES, INC.·YUMA, Arizona
Series 65Clean record8 years registeredBDT & ASSOCIATES, INC.
2615 EAST 24TH STREET, YUMA, AZ 85365CRD# 6915226Firm CRD# 288008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Blake Alexander Morlet · YUMA, AZ
Registration
CRD #6915226 · BDT & ASSOCIATES, INC. · 8 years registered
Brand Profile
Not yet started
01

Career History

WELLTH ADVISORY SERVICES, LLC
Nov 2025 – present
INVICTA FINANCIAL GROUP
Feb 2018 – Nov 2025
Temecula, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 16, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BDT & ASSOCIATES, INC.
CRD 288008 · SEC 801-118542
AUM
$251M
Regulatory assets under management
Employees
10
1,608 client accounts
Services offered by BDT & ASSOCIATES, INC.
Per Form ADV
Financial planning
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at BDT & ASSOCIATES, INC. →
Introduction

Speak with Blake

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Blake is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in YUMA?

Browse all registered financial advisors in YUMA, Arizona or claim this profile if it's yours.

Browse YUMA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Blake Alexander Morlet offer?
Blake Alexander Morlet specializes in Financial Planning. Contact their office in YUMA, Arizona for a consultation.
What are Blake Alexander Morlet's credentials?
Blake Alexander Morlet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Blake Alexander Morlet located?
Blake Alexander Morlet is based in YUMA, Arizona, working with BDT & ASSOCIATES, INC.. Their office serves clients in the YUMA metropolitan area and surrounding communities.
How does Blake Alexander Morlet charge for services?
Blake Alexander Morlet's firm is compensated through percentage of aum, subscription fees, other: percentage of client's gross annual income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BDT & ASSOCIATES, INC.?
BDT & ASSOCIATES, INC. has approximately 10 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BDT & ASSOCIATES, INC.

Leigh Bennett Harns
YUMA, AZ
Scott L Hull
YUMA, AZ
Benjamin Alexander Williams
YUMA, AZ
Barry Douglas Todd
YUMA, AZ
ChFC
Doyel Nmn Price
YUMA, AZ
Reid Jordan Stogner
YUMA, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (281)PHOENIX (137)TUCSON (92)MESA (26)TEMPE (18)CHANDLER (16)PEORIA (14)PRESCOTT (9)FLAGSTAFF (6)GILBERT (6)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Request removal of this profile