AdvisorOS Directory
Claim Profile
DT

Deirdre Michelle Torres

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.·SAN LUIS OBISPO, California
Unclaimed Profile
1101 MARSH ST., SAN LUIS OBISPO, CA 93401CRD# 5361708Firm CRD# 287683
01

About

Deirdre Michelle Torres is a registered financial advisor based in SAN LUIS OBISPO, California, affiliated with BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
AUM
$263M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5361708
Firm CRD# 287683
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN LUIS OBISPO?

Browse all registered financial advisors in SAN LUIS OBISPO, California or claim this profile if it's yours.

Browse SAN LUIS OBISPO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Deirdre Michelle Torres offer?
Deirdre Michelle Torres specializes in Financial Planning, Investment Management. Contact their office in SAN LUIS OBISPO, California for a consultation.
What are Deirdre Michelle Torres's credentials?
Deirdre Michelle Torres is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deirdre Michelle Torres located?
Deirdre Michelle Torres 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 Deirdre Michelle Torres charge for services?
Deirdre Michelle Torres'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN LUIS OBISPO
Alexander No Mi Pock — WACKER WEALTH PARTNERS, LLCMatthew Randall Wilson — WACKER WEALTH PARTNERS, LLCPatrick Colm O'hara — WACKER WEALTH PARTNERS, LLCRyan Nicholas Caldwell — WACKER WEALTH PARTNERS, LLCJerry Todd Mirolla — PROSSIMO ADVISORS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile