Devin Blodgett, financial advisor Brentwood CA

Devin Blodgett

CRD Number: 5549491
Current Firm: Blodgett Wealth Advisors, LLC

Devin Blodgett (CRD# 5549491) is an Investment Advisor Representative working at Blodgett Wealth Advisors, LLC in Brentwood, CA and has over 10 years of experience in the finance industry. Devin Blodgett 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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Powering Your Retirement
Professional Designations
Company Name Location Dates Years
Blodgett Wealth Advisors, LLC Concord, CA Nov 2021 - Current 2
Intersect Capital LLC San Ramon, CA Nov 2015 - Nov 2021 6
Blakely Financial Services, Inc. Stockton, CA Jan 2015 - Feb 2016 1
Lpl Financial LLC Stockton, CA Jun 2013 - Nov 2015 2
Lpl Financial LLC Stockton, CA May 2013 - Nov 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Devin R. Blodgett
Phone Number: 925-212-0786
Registered State(s):
  • CA
Current Firm Details
Blodgett Wealth Advisors, LLC
Firm's CRD Number: 316838
By the Numbers
  • Total Assets Under Management
    205
    MILLIONS
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $2,177,383
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
  • Pension consulting services
Types of Clients
Registered States

CA, TX, UT

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