Daniel Clark Blakey
Investment adviser representative at Broadside Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$874.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
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.
- Broadside WealthAug 2026 to now
- Baker Street AdvisorsApr 2019 to Jul 2026
- Integrity Financial GroupFeb 2014 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Broadside Wealth
Legal name: Broadside Wealth Technologies Inc.
$874.5MAssets managed
20Clients
4Advisers
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
- 6296409
- Firm CRD
- 342220