Unclaimed Profile

Blake Barrett Millard

SANDBOX FINANCIAL PARTNERS, LLC·BETHESDA, Maryland

SIE, Series 7, Series 66CFAClean record18 years registeredSANDBOX FINANCIAL PARTNERS, LLC

6903 ROCKLEDGE DRIVE, BETHESDA, MD 20817CRD# 5424365Firm CRD# 297858

Profile Verification

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

Identity

Blake Barrett Millard · BETHESDA, MD

Registration

CRD #5424365 · SANDBOX FINANCIAL PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ARCA WEALTH, LLC

Jun 2026 – present

SANDBOX FINANCIAL PARTNERS, LLC

Nov 2024 – Jun 2026

ANNAPOLIS, MD

UBS FINANCIAL SERVICES INC.

Mar 2014 – Jun 2021

WASHINGTON, DC

AMERIPRISE FINANCIAL SERVICES, INC.

Apr 2008 – Jul 2008

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 14, 2008

Years registered · 18

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SANDBOX FINANCIAL PARTNERS, LLC

CRD 297858 · SEC 801-113779

AUM

$464M

Regulatory assets under management

Employees

1,306 client accounts

Services offered by SANDBOX FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SANDBOX FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Blake Barrett Millard offer?

Blake Barrett Millard specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Blake Barrett Millard's credentials?

Blake Barrett Millard holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Blake Barrett Millard located?

Blake Barrett Millard is based in BETHESDA, Maryland, working with SANDBOX FINANCIAL PARTNERS, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Blake Barrett Millard charge for services?

Blake Barrett Millard'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 SANDBOX FINANCIAL PARTNERS, LLC?

SANDBOX FINANCIAL PARTNERS, LLC has approximately 10 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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