Sam Norman Blakeslee
Investment adviser representative at Blakeslee & Blakeslee Financial Advisers Inc.
31 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$423MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Blakeslee & Blakeslee Financial Advisers Inc.Dec 2016 to now
- Blakeslee and Blakeslee Inc.Jul 1995 to now
- Cal PolyJan 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Blakeslee & Blakeslee Financial Advisers Inc.
$423MAssets managed
807Clients
9Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2575749
- Firm CRD
- 287683