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 is registered with the SEC; records list its registration year as 1984. The firm is identified as individually owned and carries an "Unclassified" adviser designation in the available profile attributes. The limited attributes captured indicate it does not act as a capital allocator and is not identified as an active ESG investor. It is also not recorded as a multi-state adviser, a pension consultant, or a related adviser. No specific business activities, advisory specializations, client segments, or investment philosophies are provided in the available profile.
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 3
Deirdre Torres
CCO & COOCRD 5361708

Craig Darnell
Chief Investment OfficerCRD 4573977

Sam Blakeslee
CEO & PresidentCRD 2575749
Contacts
3 of 10
Taylor Perez
Registered RepresentativeCRD 7506202
Stephen Armas
Client Service AssociateCRD 4071469

Kara Woodruff
Financial PlannerCRD 4737785
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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