David
Blasi
Clg LLC
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About this Advisor
David Blasi is a certified financial planner working out of Long Beach, California with 4 years of relevant experience. Blasi is an employee of Clg LLC. Throughout their career, they have worked at Cetera Advisor Networks LLC and Clg LLC. Blasi holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Clg LLC is a financial advisory company operating out of Long Beach, CA. The company has offices in four locations and a total of 24 advisors. It administers $453 million in assets under management across its 1,338 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,338 client accounts, 31% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Clg LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees usually vary depending on the services offered. Fee types charged by Clg LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clg LLC Brokerage Details
$452,844,930
24
1,338
$338,449
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Blasi Work History
David has been registered as a financial advisor for 4 years.*
Clg LLC
Cetera Advisor Networks LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Blasi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clg LLC
Long Beach, CA
Long Beach, CA
Long Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
