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Brittany Nicole Blazey

OAK TRAIL ADVISORS, LLC·TOLEDO, Ohio
Clean recordOAK TRAIL ADVISORS, LLC
6591 W. CENTRAL AVE, TOLEDO, OH 43617CRD# 6217133Firm CRD# 296842

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brittany Nicole Blazey · TOLEDO, OH
Registration
CRD #6217133 · OAK TRAIL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brittany Nicole Blazey is a registered financial advisor based in TOLEDO, Ohio, affiliated with OAK TRAIL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OAK TRAIL ADVISORS, LLC
OAK TRAIL ADVISORS
AUM
$203M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OAK TRAIL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6217133
Firm CRD# 296842
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brittany Nicole Blazey offer?
Brittany Nicole Blazey specializes in Financial Planning, Investment Management. Contact their office in TOLEDO, Ohio for a consultation.
What are Brittany Nicole Blazey's credentials?
Brittany Nicole Blazey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brittany Nicole Blazey located?
Brittany Nicole Blazey is based in TOLEDO, Ohio, working with OAK TRAIL ADVISORS, LLC. Their office serves clients in the TOLEDO metropolitan area and surrounding communities.
How does Brittany Nicole Blazey charge for services?
Brittany Nicole Blazey'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 OAK TRAIL ADVISORS, LLC?
OAK TRAIL ADVISORS, LLC has approximately 6 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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