David
Cryden

Blakeslee & Blakeslee Financial Advisers Inc

CRD#1188657
Investment Advisor
in San Luis Obispo, CA

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About this Advisor

David Cryden is a certified financial planner based out of San Luis Obispo, California with 6 years of industry experience. Cryden is on the advisory team at Blakeslee & Blakeslee Financial Advisers Inc. Cryden has gained experience at Blakeslee And Blakeslee Inc and Blakeslee & Blakeslee Financial Advisers Inc. Cryden can work in California. Blakeslee & Blakeslee Financial Advisers Inc is a registered investment company operating out of San Luis Obispo, CA. It has offices in three locations and a total of seven financial advisors. It has $214 million in total assets among its 684 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to four charitable organizations. Of its 684 client accounts, just 8% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees are based on which service is provided. However, fee types charged by Blakeslee & Blakeslee Financial Advisers Inc can consist of asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1101 Marsh St.
San Luis Obispo, CA 93401

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Blakeslee & Blakeslee Financial Advisers Inc Brokerage Details

Total Assets Under Management

$214,206,344

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

684

CA Average: 3,727
Average Account Size

$313,167

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

David Cryden Work History

David has been registered as a financial advisor for 6 years.*

1983 - Present (41 years)

Blakeslee And Blakeslee Inc

2017 - 2018 (1 year)

Blakeslee & Blakeslee Financial Advisers Inc

*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 Cryden 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 Blakeslee & Blakeslee Financial Advisers Inc

Christopher Coates
San Luis Obispo, CA
Deirdre Torres
San Luis Obispo, CA
Craig Darnell
San Luis Obispo, CA
Stephen Hiltscher
San Luis Obispo, CA
Tricee Wright
San Luis Obispo, CA
Sam Blakeslee
San Luis Obispo, CA
David Cryden
San Luis Obispo, 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.

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