BLAKESLEE AND BLAKESLEE INC.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
SAN LUIS OBISPO, California
CRD number
8149
Registered since
July 5, 1984

Firm profile

FINTRX

Overview

Blakeslee And Blakeslee Inc. is organized as a corporation and has been SEC-registered since 1984. The firm is listed as individually owned and is classified in the data set as "unclassified." The snapshot indicates the firm does not identify as a capital allocator, is not an active ESG investor, and is not flagged as a pension consultant or related adviser. Several standard profile fields — including client base, fee structure, business activities and advisory services — were not supplied in the source data. The record contains an internal inconsistency: the firm is marked as not a multi-state adviser, yet location data shows multiple offices across states. That mismatch suggests gaps or outdated entries in the underlying dataset rather than a clear picture of operational scope.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • DEIRDRE TORRES

    CCO & COOCRD 5361708

  • CRAIG DARNELL

    Chief Investment OfficerCRD 4573977

  • SAM BLAKESLEE

    CEO & PresidentCRD 2575749

Contacts

3 of 11
  • Taylor Perez

    Registered RepresentativeCRD 7506202

  • STEPHEN ARMAS

    Client Service AssociateCRD 4071469

  • CHRISTOPHER COATES

    Investment Adviser RepresentativeCRD 6281200

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN LUIS OBISPO, CA

SAN LUIS OBISPO

Location

SAN LUIS OBISPO, CA

Headquartered in SAN LUIS OBISPO, CA, in the West of the United States.

Region
West
County
SAN LUIS OBISPO
Address
1101 Marsh St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth