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Brittany Nicole Blazey

OAK TRAIL ADVISORS, LLC·TOLEDO, Ohio
Series 65Clean record6 years registeredOAK 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 · 6 years registered
Brand Profile
Not yet started
01

Career History

CARNEGIE INVESTMENT COUNSEL
Aug 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 19, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OAK TRAIL ADVISORS, LLC
CRD 296842 · SEC 801-113226
AUM
$203M
Regulatory assets under management
Employees
6
1,545 client accounts
Services offered by OAK TRAIL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OAK TRAIL ADVISORS, LLC →
Introduction

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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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