Taylor Stilson has been an investment adviser representative at Blakeslee & Blakeslee Financial Advisers since May 2025, and is not listed among the firm’s executive officers or direct owners.
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.
Taylor Stilson is Wealth Advisor of Blakeslee & Blakeslee Financial Advisers, based in San Luis Obispo/Paso Robles. She began with the firm in 2022 in the Operations department after a career in banking, and later pursued her own path as a planner. Her approach to financial planning prioritizes collaborating with clients and ensuring that their goals are met.
- – present · 1 yearSan Luis Obispo, CA · Adviser representative · Firm CRD 287683
Investment adviser representative registrations
Taylor Stilson is registered as an investment adviser representative in 2 states. Each was approved in May 2025.
- CaliforniaSince 14 May 2025
- TexasSince 14 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 December 2024 |
| Series 7TO | General Securities Representative Examination | 12 August 2024 |
| SIE | Securities Industry Essentials Examination | 20 March 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Taylor Tristyn Stilson
- CRD
- 7506202
- Firm
- Blakeslee & Blakeslee Financial Advisers · CRD 287683
- Office
- 1101 MARSH ST., San Luis Obispo, CA 93401
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- mybbfa.com
Where does Taylor Stilson work?
Taylor Stilson is an investment adviser representative registered through Blakeslee & Blakeslee Financial Advisers Inc. since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Taylor Stilson a financial advisor?
Yes. Taylor Stilson has a current investment-adviser registration in California and Texas, through Blakeslee & Blakeslee Financial Advisers since May 2025.
How many years of experience does Taylor Stilson have?
Taylor Stilson has 2 years in the financial industry, since August 2024, across 1 adviser firm.
What exams has Taylor Stilson passed?
Taylor Stilson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in March 2023.
Where is Taylor Stilson based?
Taylor Stilson’s registered office is in San Luis Obispo, CA.
Is Taylor Stilson registered with FINRA?
Yes. Taylor Stilson has a current broker registration, under CRD 7506202.
Source: FINRA BrokerCheck
How can I verify Taylor Stilson’s record?
Search CRD 7506202 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Taylor Stilson’s full registration record.
