BLAKESLEE AND BLAKESLEE INC.
Firm details
- Headquarters
- SAN LUIS OBISPO, California
- CRD number
- 8149
- Registered since
- July 5, 1984
- Website
- blakeslee-blakeslee.com
Firm profile
FINTRXOverview
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 That mismatch suggests gaps or outdated entries in the underlying dataset rather than a clear picture of operational scope.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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3DEIRDRE TORRES
CCO & COOCRD 5361708
CRAIG DARNELL
Chief Investment OfficerCRD 4573977
SAM BLAKESLEE
CEO & PresidentCRD 2575749
Contacts
3 of 11Taylor Perez
Registered RepresentativeCRD 7506202
STEPHEN ARMAS
Client Service AssociateCRD 4071469
CHRISTOPHER COATES
Investment Adviser RepresentativeCRD 6281200
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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