Unclaimed Profile

Deirdre Michelle Torres

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

SIE, Series 7, Series 24, Series 51, Series 63, Series 66, Series 99TOClean record8 years registeredBLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

1101 MARSH ST., SAN LUIS OBISPO, CA 93401CRD# 5361708Firm CRD# 287683

Profile Verification

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

Identity

Deirdre Michelle Torres · SAN LUIS OBISPO, CA

Registration

CRD #5361708 · BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. · 8 years registered

Brand Profile

Not yet started

Career History

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

Jan 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 66

Series 99TO

Registration record

First registered · January 8, 2018

Years registered · 8

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 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.

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