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Christopher Wren Coates

Investment Adviser Representative at BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

SAN LUIS OBISPO, CACRD #6281200Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/9/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/9/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Under $1,000,0000.90%
Over $1,000,0000.70%
Over $2,000,0000.60%
Over $5,000,0000.40%
Source

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BLAKESLEE AND BLAKESLEE INC.Current
12/9/2014SAN LUIS OBISPO, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Wren Coates has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Christopher Wren Coates - Financial Advisor in SAN LUIS OBISPO, CA | AdvisorFinder