Unclaimed Profile

Edward James Blake

BLAKE-SCHUTTER WEALTH ADVISORS LLC·DAYTON, Ohio

Series 2, Series 6, Series 26, Series 63, Series 65Clean record8 years registeredBLAKE-SCHUTTER WEALTH ADVISORS LLC

7777 WASHINGTON VILLAGE DR., DAYTON, OH 45459CRD# 2462336Firm CRD# 292661

Profile Verification

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

Identity

Edward James Blake · DAYTON, OH

Registration

CRD #2462336 · BLAKE-SCHUTTER WEALTH ADVISORS LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLAKE-SCHUTTER WEALTH ADVISORS LLC

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

Jan 2020 – Dec 2025

DAYTON, OH

SANCTUARY ADVISORS, LLC

Apr 2019 – Aug 2019

Dayton, OH

BLAKE-SCHUTTER WEALTH ADVISORS

Jul 2018 – May 2019

DAYTON, OH

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · July 3, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

CRD 292661 · SEC 801-117244

AUM

$456M

Regulatory assets under management

Employees

377 client accounts

Services offered by BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Edward James Blake offer?

Edward James Blake specializes in Financial Planning, Investment Management, Wealth Management.

What are Edward James Blake's credentials?

Edward James Blake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward James Blake located?

Edward James Blake is based in DAYTON, Ohio, last registered with BLAKE-SCHUTTER WEALTH ADVISORS LLC.

How does Edward James Blake charge for services?

Edward James Blake'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 BLAKE-SCHUTTER WEALTH ADVISORS LLC?

BLAKE-SCHUTTER WEALTH ADVISORS LLC has approximately 5 employees and manages $456M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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