Blake Barbosa has been Chief Executive Officer and Chief Compliance Officer of Guided Wealth since October 2025, is a control person of the firm and directly owns 75% or more of it.
Guided Wealth, LLC is a firm with $105M under management, 115 clients and 3 advisers across 3 offices, as of its May 2026 filing.
Blake Barbosa is Founder & Lead Financial Planner of Guided Wealth. He founded the firm after finding financial planning work during a college internship. As founder and lead financial planner, he sets the firm's overall planning philosophy and works directly with the team on the more complex client situations.
Blake Barbosa’s longest registration was 10 years at Eagle Strategies LLC (2015–2026). Before joining Guided Wealth in 2026, Blake Barbosa was registered through Eagle Strategies LLC.
- Guided Wealth, LLCCurrent– present · under a yearDartmouth, MA · Adviser representative · Firm CRD 339013
- Eagle Strategies LLC– · 10 yearsDartmouth, MA · Adviser representative · Firm CRD 110826
Professional designations
Listed by Guided Wealth
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Retirement Income Certified Professional® (RICP®)
- Wealth Management Certified Professional® (WMCP®)
Investment adviser representative registrations
Blake Barbosa is registered as an investment adviser representative in 2 states. Each was approved in January 2026.
- MassachusettsSince 6 January 2026
- TexasSince 6 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 February 2015 |
| Series 7 | General Securities Representative Examination | 3 October 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Blake Gabriel Barbosa
- CRD
- 6240878
- Firm
- Guided Wealth · CRD 339013
- Role
- Chief Executive Officer and Chief Compliance Officer
- Office
- Dartmouth, MA
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- guidedwealthplanning.com
Where does Blake Barbosa work?
Blake Barbosa has been Chief Executive Officer and Chief Compliance Officer of Guided Wealth, LLC since October 2025, and is a control person of the firm.
Is Blake Barbosa a financial advisor?
Yes. Blake Barbosa has a current investment-adviser registration in Massachusetts and Texas, through Guided Wealth since January 2026.
How many years of experience does Blake Barbosa have?
Blake Barbosa has 12 years in the financial industry, since October 2014, across 2 adviser firms.
What exams has Blake Barbosa passed?
Blake Barbosa has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2014. FINRA credited Blake Barbosa with the SIE, which began in October 2018.
Where is Blake Barbosa based?
Blake Barbosa’s registered office is in Dartmouth, MA.
Is Blake Barbosa registered with FINRA?
No. Blake Barbosa has no current broker registration.
Is Blake Barbosa a CFP?
Guided Wealth lists Blake Barbosa with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Blake Barbosa’s record?
Search CRD 6240878 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Blake Barbosa’s full registration record.