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Dennis Clinton Blodgett

BLODGETT WEALTH ADVISORS, LLC·CONCORD, California
Series 7, Series 63Clean record23 years registeredBLODGETT WEALTH ADVISORS, LLC
5446 HIDDENWOOD CT, CONCORD, CA 94521CRD# 1443590Firm CRD# 316838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dennis Clinton Blodgett · CONCORD, CA
Registration
CRD #1443590 · BLODGETT WEALTH ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

BLODGETT WEALTH ADVISORS, LLC
Nov 2021 – present
INTERSECT CAPITAL LLC
Oct 2002 – Dec 2021
SAN RAMON, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · October 31, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLODGETT WEALTH ADVISORS, LLC
CRD 316838 · SEC 801-122678
AUM
$205M
Regulatory assets under management
Employees
2
94 client accounts
Services offered by BLODGETT WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BLODGETT WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Dennis Clinton Blodgett offer?
Dennis Clinton Blodgett specializes in Financial Planning, Investment Management. Contact their office in CONCORD, California for a consultation.
What are Dennis Clinton Blodgett's credentials?
Dennis Clinton Blodgett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Clinton Blodgett located?
Dennis Clinton Blodgett is based in CONCORD, California, working with BLODGETT WEALTH ADVISORS, LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Dennis Clinton Blodgett charge for services?
Dennis Clinton Blodgett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLODGETT WEALTH ADVISORS, LLC?
BLODGETT WEALTH ADVISORS, LLC has approximately 2 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLODGETT WEALTH ADVISORS, LLC

Devin Robert Blodgett
CONCORD, CA
CFP

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Research
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