Unclaimed Profile

Sam Norman Blakeslee

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

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 99TOCFPClean record29 years registeredBLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

1101 MARSH ST., SAN LUIS OBISPO, CA 93401CRD# 2575749Firm CRD# 287683

Profile Verification

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

Identity

Sam Norman Blakeslee · SAN LUIS OBISPO, CA

Registration

CRD #2575749 · BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. · 29 years registered

Brand Profile

Not yet started

Career History

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

Jun 2017 – present

BLAKESLEE AND BLAKESLEE INC.

Jul 1997 – May 2017

SAN LUIS OBISPO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 99TO

Registration record

First registered · July 8, 1997

Years registered · 29

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 Sam Norman Blakeslee offer?

Sam Norman Blakeslee specializes in Financial Planning, Investment Management. Contact their office in SAN LUIS OBISPO, California for a consultation.

What are Sam Norman Blakeslee's credentials?

Sam Norman Blakeslee holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sam Norman Blakeslee located?

Sam Norman Blakeslee 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 Sam Norman Blakeslee charge for services?

Sam Norman Blakeslee'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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