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 financial advisor based in San Luis Obispo, California, working with Blakeslee & Blakeslee Financial Advisers Inc. David has previously held positions at Blakeslee And Blakeslee Inc and Blakeslee & Blakeslee Financial Advisers Inc. David is registered to provide services in California. Currently, David is part of Blakeslee & Blakeslee Financial Advisers Inc, which operates out of San Luis Obispo, California. The firm has 3 offices and 7 employees. The firm manages assets totaling $263.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Blakeslee & Blakeslee Financial Advisers Inc includes asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

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

$263,208,720

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

7

CA Average: 43
Total Number of Accounts

718

CA Average: 3,727
Average Account Size

$366,586

CA Average: $2,033,427

Investment Advisory Services

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

David Cryden Work History

1983 - Present (41 years)

Blakeslee And Blakeslee Inc

2017 - 2018 (1 year)

Blakeslee & Blakeslee Financial Advisers Inc

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 6/19/2024. 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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