Unclaimed Profile

Blake Frederick Feindel

CCG WEALTH MANAGEMENT, LLC·SAN DIEGO, California

Series 7, Series 6617 years registeredCCG WEALTH MANAGEMENT, LLC

3570 CARMEL MOUNTAIN ROAD, SAN DIEGO, CA 92130CRD# 5333924Firm CRD# 296985

Profile Verification

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

Identity

Blake Frederick Feindel · SAN DIEGO, CA

Registration

CRD #5333924 · CCG WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

DARK HORSE ADVISORS LLC

Jul 2024 – present

PRESIDIO CAPITAL MANAGEMENT, LLC

May 2021 – Jul 2024

SAN DIEGO, CA

CENTURA WEALTH ADVISORY

Jun 2018 – Jan 2020

SAN DIEGO, CA

DANIEL WEALTH ADVISORS

Mar 2018 – Nov 2018

CORONA DEL MAR, CA

DANIEL WEALTH ADVISORS

Jan 2015 – Dec 2017

SAN DIEGO, CA

DANIEL WEALTH ADVISORS

Dec 2013 – Dec 2014

SAN DIEGO, CA

CENTARA CAPITAL MANAGEMENT GROUP, INC.

Apr 2009 – Dec 2013

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · April 8, 2009

Years registered · 17

Disclosure History

2011Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CCG WEALTH MANAGEMENT, LLC

CRD 296985 · SEC 801-113284

AUM

$643M

Regulatory assets under management

Employees

1,425 client accounts

Services offered by CCG WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CCG WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Blake Frederick Feindel offer?

Blake Frederick Feindel specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Blake Frederick Feindel's credentials?

Blake Frederick Feindel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Blake Frederick Feindel located?

Blake Frederick Feindel is based in SAN DIEGO, California, working with CCG WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Blake Frederick Feindel charge for services?

Blake Frederick Feindel'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 CCG WEALTH MANAGEMENT, LLC?

CCG WEALTH MANAGEMENT, LLC has approximately 39 employees and manages $643M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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