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Anthony Lawrence Blagrove

Investment adviser representative at Traveka Wealth, LLC
11 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$730.8MFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Traveka Wealth, LLCOct 2023 to now
  2. Goldman Sachs Personal Financial ManagementJul 2019 to Oct 2023
  3. United Capital Financial PartnersDec 2015 to Jul 2019

Designations

  • CFP® certification
  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Traveka Wealth, LLC

$730.8MAssets managed
195Clients
3Advisers
2 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
4949351
Firm CRD
328421
Advisor's SEC record (opens in a new tab)
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