Unclaimed Profile

Craig Stuart Darnell

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.·SAN LUIS OBISPO, California

SIE, Series 7, Series 63CFPClean record9 years registeredBLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

1101 MARSH ST., SAN LUIS OBISPO, CA 93401CRD# 4573977Firm CRD# 287683

Profile Verification

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

Identity

Craig Stuart Darnell · SAN LUIS OBISPO, CA

Registration

CRD #4573977 · BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. · 9 years registered

Brand Profile

Not yet started

Career History

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

Jun 2017 – present

BLAKESLEE AND BLAKESLEE INC.

Oct 2016 – May 2017

SAN LUIS OBISPO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · October 4, 2016

Years registered · 9

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

CRD 287683 · SEC 801-115085

AUM

$263M

Regulatory assets under management

Employees

718 client accounts

Services offered by BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. →

Introduction

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Frequently Asked Questions

What services does Craig Stuart Darnell offer?

Craig Stuart Darnell specializes in Financial Planning, Investment Management. Contact their office in SAN LUIS OBISPO, California for a consultation.

What are Craig Stuart Darnell's credentials?

Craig Stuart Darnell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Craig Stuart Darnell located?

Craig Stuart Darnell is based in SAN LUIS OBISPO, California, working with BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.

How does Craig Stuart Darnell charge for services?

Craig Stuart Darnell's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.?

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. has approximately 7 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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