Sam Blakeslee has been President & Chief Executive Officer of Blakeslee & Blakeslee Financial Advisers since November 2016, is a control person of the firm and directly owns between 50% and 75% of it. Sam Blakeslee holds a Bachelor's degree in Geophysics from UC Berkeley, a Master's degree in Geophysics from UC Berkeley and a PhD in Geosciences from UC Santa Barbara.
Blakeslee & Blakeslee Financial Advisers Inc. is a San Luis Obispo, CA firm with $423M under management, 807 clients and 7 advisers across 4 offices, as of its March 2026 filing.
Sam Blakeslee is CEO/President and Senior Wealth Advisor of Blakeslee & Blakeslee Financial Advisers. After graduation he was hired by Exxon's Research Lab in Texas, where he worked as a Senior Geophysicist and later as a Strategic Planner. In 1995 he returned to San Luis Obispo to join the firm, where he received his securities licenses. He later served in the California State Assembly and State Senate.
Sam Blakeslee’s longest registration was 19 years at Blakeslee and Blakeslee Inc. (1997–2017). Before joining Blakeslee & Blakeslee Financial Advisers in 2017, Sam Blakeslee was registered through Blakeslee and Blakeslee Inc.
- – present · 9 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 287683
- Blakeslee and Blakeslee Inc.– · 19 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 8149
Professional designations
Listed by Blakeslee & Blakeslee Financial Advisers
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Sam Blakeslee is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2017; the most recent is Texas, in March 2018.
- CaliforniaSince 22 June 2017
- TexasResidentSince 13 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 25 September 2025 |
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 29 March 2010 |
| Series 24 | General Securities Principal Examination | 22 May 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 September 1995 |
| Series 7 | General Securities Representative Examination | 30 March 1995 |
- Name
- Municipal Securities Representative Examination
- Name
- Compliance Officer Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sam Norman Blakeslee
- CRD
- 2575749
- Firm
- Blakeslee & Blakeslee Financial Advisers · CRD 287683
- Role
- President & Chief Executive Officer
- Office
- 1101 MARSH ST., San Luis Obispo, CA 93401
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1995
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- mybbfa.com
Where does Sam Blakeslee work?
Sam Blakeslee has been President & Chief Executive Officer of Blakeslee & Blakeslee Financial Advisers Inc. since November 2016, and is a control person of the firm.
Is Sam Blakeslee a financial advisor?
Yes. Sam Blakeslee has a current investment-adviser registration in California and Texas, through Blakeslee & Blakeslee Financial Advisers since June 2017.
How many years of experience does Sam Blakeslee have?
Sam Blakeslee has 31 years in the financial industry, since March 1995, across 2 adviser firms.
What exams has Sam Blakeslee passed?
Sam Blakeslee has passed 7 licensing exams: the Series 7, Series 63, Series 24, Series 53, Series 14, Series 99TO and Series 52TO. The earliest, the Series 7, was passed in March 1995. FINRA credited Sam Blakeslee with the SIE, which began in October 2018.
Where did Sam Blakeslee work before Blakeslee & Blakeslee Financial Advisers?
Before Blakeslee & Blakeslee Financial Advisers, Sam Blakeslee was registered through Blakeslee and Blakeslee Inc., July 1997 to May 2017.
Where is Sam Blakeslee based?
Sam Blakeslee’s registered office is in San Luis Obispo, CA.
Is Sam Blakeslee registered with FINRA?
Yes. Sam Blakeslee has a current broker registration, under CRD 2575749.
Source: FINRA BrokerCheck
Is Sam Blakeslee a CFP?
Blakeslee & Blakeslee Financial Advisers lists Sam Blakeslee with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Sam Blakeslee’s record?
Search CRD 2575749 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sam Blakeslee’s full registration record.