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Daren E Blonski

FERMATA ADVISORS, LLC·SONOMA, California
SIE, Series 7, Series 66CFPClean record14 years registeredFERMATA ADVISORS, LLC
539 BROADWAY, SONOMA, CA 95476CRD# 5974079Firm CRD# 305614

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daren E Blonski · SONOMA, CA
Registration
CRD #5974079 · FERMATA ADVISORS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

FERMATA ADVISORS
Sep 2019 – present
ENSO WEALTH MANAGEMENT, LLC
May 2017 – Jan 2020
SONOMA, CA
ENSO WEALTH MANAGEMENT
Sep 2016 – May 2017
Sonoma, CA
EDWARD JONES
Jan 2012 – Aug 2016
SONOMA, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 5, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FERMATA ADVISORS, LLC
CRD 305614 · SEC 801-117411
AUM
$974M
Regulatory assets under management
Employees
24
3,843 client accounts
Services offered by FERMATA ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FERMATA ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Daren E Blonski offer?
Daren E Blonski specializes in Financial Planning, Investment Management. Contact their office in SONOMA, California for a consultation.
What are Daren E Blonski's credentials?
Daren E Blonski holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daren E Blonski located?
Daren E Blonski is based in SONOMA, California, working with FERMATA ADVISORS, LLC. Their office serves clients in the SONOMA metropolitan area and surrounding communities.
How does Daren E Blonski charge for services?
Daren E Blonski'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 FERMATA ADVISORS, LLC?
FERMATA ADVISORS, LLC has approximately 24 employees and manages $974M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FERMATA ADVISORS, LLC

Christopher David Sipes
SONOMA, CA

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