Unclaimed Profile

Edward Blair Secrest

SECREST BLAKEY & ASSOCIATES, LLC·RALEIGH, North Carolina

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record24 years registeredSECREST BLAKEY & ASSOCIATES, LLC

7780 BRIER CREEK PARKWAY, RALEIGH, NC 27617CRD# 2161058Firm CRD# 151216

Profile Verification

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

Identity

Edward Blair Secrest · RALEIGH, NC

Registration

CRD #2161058 · SECREST BLAKEY & ASSOCIATES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Jan 2025 – present

SOUTHEAST FINANCIAL GROUP

Nov 2009 – Dec 2024

RALEIGH, NC

LPL FINANCIAL CORPORATION

Sep 2009 – Nov 2009

RALEIGH, NC

WATERSTONE FINANCIAL GROUP, INC.

Aug 2005 – Sep 2009

DURHAM, NC

TOWER SQUARE SECURITIES, INC.

Dec 2001 – Aug 2005

DURHAM, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 31, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SECREST BLAKEY & ASSOCIATES, LLC

CRD 151216 · SEC 801-80573

AUM

$178M

Regulatory assets under management

Employees

324 client accounts

Services offered by SECREST BLAKEY & ASSOCIATES, 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 SECREST BLAKEY & ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does Edward Blair Secrest offer?

Edward Blair Secrest specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Edward Blair Secrest's credentials?

Edward Blair Secrest holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward Blair Secrest located?

Edward Blair Secrest is based in RALEIGH, North Carolina, working with SECREST BLAKEY & ASSOCIATES, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Edward Blair Secrest charge for services?

Edward Blair Secrest's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECREST BLAKEY & ASSOCIATES, LLC?

SECREST BLAKEY & ASSOCIATES, LLC has approximately 3 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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