Blake Anthony, financial advisor Santa Monica CA

Blake Anthony

CRD Number: 6669308
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Blake Anthony (CRD# 6669308) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Santa Monica, CA Sep 2019 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Monica, CA Jun 2018 - Current 2
Merrill Lynch Pierce Fenner & Smith Beverly Hills, CA Dec 2017 - May 2018 < 1
University Of Oregon Eugene, OR Sep 2014 - Dec 2017 3
Merrill Lynch Pierce Fenner & Smith Beverly Hills, CA Jun 2017 - Oct 2017 < 1
Merrill Lynch Pierce Fenner & Smith Beverly Hills, CA Jun 2016 - Aug 2016 < 1
Pacific Sunwear Santa Monica, CA Jun 2015 - Sep 2015 < 1
Unemployed Malibu, CA May 2014 - Aug 2014 < 1
Indiana University Bloomington, IN Aug 2013 - May 2014 < 1
High School Los Angeles, CA Aug 2009 - Jul 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Blake R. Anthony
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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