Unclaimed Profile

Devin Robert Blodgett

BLODGETT WEALTH ADVISORS, LLC·CONCORD, California

SIE, Series 7, Series 66CFPClean record13 years registeredBLODGETT WEALTH ADVISORS, LLC

5446 HIDDENWOOD CT, CONCORD, CA 94521CRD# 5549491Firm CRD# 316838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Devin Robert Blodgett · CONCORD, CA

Registration

CRD #5549491 · BLODGETT WEALTH ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

BLODGETT WEALTH ADVISORS, LLC

Nov 2021 – present

INTERSECT CAPITAL LLC

Dec 2015 – Dec 2021

SAN RAMON, CA

BLAKELY FINANCIAL SERVICES

Jan 2015 – Feb 2016

STOCKTON, CA

LPL FINANCIAL LLC

Jun 2013 – Dec 2015

STOCKTON, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 7, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLODGETT WEALTH ADVISORS, LLC

CRD 316838 · SEC 801-122678

AUM

$205M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Devin Robert Blodgett offer?

Devin Robert Blodgett specializes in Financial Planning, Investment Management. Contact their office in CONCORD, California for a consultation.

What are Devin Robert Blodgett's credentials?

Devin Robert Blodgett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Devin Robert Blodgett located?

Devin Robert 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 Devin Robert Blodgett charge for services?

Devin Robert 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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