Tricee Wright has been an investment adviser representative at Blakeslee & Blakeslee Financial Advisers since June 2017, 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.
Tricee Wright’s longest registration is the current one, 9 years at Blakeslee & Blakeslee Financial Advisers since 2017. Before joining Blakeslee & Blakeslee Financial Advisers in 2017, Tricee Wright was registered through Blakeslee and Blakeslee Inc.
- – present · 9 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 287683
- Blakeslee and Blakeslee Inc.– · under a yearSan Luis Obispo, CA · Adviser representative · Firm CRD 8149
Investment adviser representative registrations
Tricee Wright is registered as an investment adviser representative in California, since June 2017.
- CaliforniaSince 29 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 June 2017 |
| Series 7 | General Securities Representative Examination | 11 March 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 June 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 May 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 4919391
- 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
- May 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Tricee Wright work?
Tricee Wright is an investment adviser representative registered through Blakeslee & Blakeslee Financial Advisers Inc. since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is Tricee Wright a financial advisor?
Yes. Tricee Wright has a current investment-adviser registration in California, through Blakeslee & Blakeslee Financial Advisers since June 2017.
How many years of experience does Tricee Wright have?
Tricee Wright has 19 years in the financial industry, since May 2007, across 2 adviser firms.
What exams has Tricee Wright passed?
Tricee Wright has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in May 2007. FINRA credited Tricee Wright with the SIE, which began in October 2018.
Where is Tricee Wright based?
Tricee Wright’s registered office is in San Luis Obispo, CA.
Is Tricee Wright registered with FINRA?
Yes. Tricee Wright has a current broker registration, under CRD 4919391.
Source: FINRA BrokerCheck
How can I verify Tricee Wright’s record?
Search CRD 4919391 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Tricee Wright’s full registration record.
