Thomas Blake, financial advisor Lake Mary FL

Thomas Blake

CRD Number: 2987755
Current Firm: Ae Wealth Management, LLC

Thomas Blake (CRD# 2987755) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Lake Mary, FL and has over 24 years of experience in the finance industry. Thomas Blake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS Oct 2019 - Current 4
Wealth Management Solutions Orlando, FL Sep 2019 - Current 4
Thomas Blake Cpa, LLC Maitland, FL Jul 1997 - Current 26
Ameriprise Financial Services, Inc. Orlando, FL Mar 2016 - Oct 2019 3
Delta Capital Management, LLC Orlando, FL Feb 2010 - Feb 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Thomas I. Blake
Phone Number: 866-363-9595
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    21,801
    MILLIONS
  • Total Number of Accounts
    177,044
    ACCOUNTS
  • Average Account Value
    $123,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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