Blake Gabriel Barbosa
Investment adviser representative at Guided Wealth, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$105.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Guided Wealth, LLCJan 2026 to now
- Eagle Strategies LLCMar 2015 to Jan 2026
- Nylife Securities LLCOct 2014 to Jan 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Guided Wealth, LLC
$105.3MAssets managed
115Clients
3Advisers
Under 1 yearIn 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
- 6240878
- Firm CRD
- 339013