William Blake has been Chief Executive Officer & Chief Compliance Officer of PMG Family Office since January 2021, is a control person of the firm and directly owns under 5% of it.
PMG Family Office, LLC is a Plano, TX firm with $144M under management, 77 clients and 2 advisers in one office, as of its June 2026 filing.
William Blake’s longest registration was 9 years at UBS Financial Services Inc. (2011–2021). Before joining PMG Family Office in 2021, William Blake was registered through UBS Financial Services Inc. and Metlife Securities Inc.
- PMG Family Office, LLCCurrent– present · 5 yearsPlano, TX · Adviser representative · Firm CRD 312154
- UBS Financial Services Inc.– · 9 yearsPlano, TX · Adviser representative · Firm CRD 8174
- Metlife Securities Inc.– · under a yearDallas, TX · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
William Blake is registered as an investment adviser representative in Texas, since January 2021.
- TexasSince 15 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 29 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 10 June 2010 |
| Series 66 | Uniform Combined State Law Examination | 7 June 2010 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- William Fredrick Blake
- CRD
- 5790727
- Firm
- PMG Family Office · CRD 312154
- Role
- Chief Executive Officer & Chief Compliance Officer
- Office
- 5700 WEST PLANO PKWY, SUITE 2600, Plano, TX 75093
- Registration
- Investment adviser registration
- In the industry since
- June 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does William Blake work?
William Blake has been Chief Executive Officer & Chief Compliance Officer of PMG Family Office, LLC since January 2021, and is a control person of the firm.
Is William Blake a financial advisor?
Yes. William Blake has a current investment-adviser registration in Texas, through PMG Family Office since January 2021.
How many years of experience does William Blake have?
William Blake has 16 years in the financial industry, since June 2010, across 3 adviser firms.
What exams has William Blake passed?
William Blake has passed 3 licensing exams: the Series 66, Series 7 and Series 7TO. The earliest, the Series 66, was passed in June 2010. FINRA credited William Blake with the SIE, which began in October 2018.
Where did William Blake work before PMG Family Office?
Before PMG Family Office, William Blake was registered through Metlife Securities Inc., July 2010 to June 2011.
Where is William Blake based?
William Blake’s registered office is in Plano, TX.
Is William Blake registered with FINRA?
No. William Blake has no current broker registration.
How can I verify William Blake’s record?
Search CRD 5790727 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Blake’s full registration record.