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Blake Rollins Pinyan

Anchor BAY Capital, Inc.

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About Blake Rollins Pinyan

Blake Rollins Pinyan is a financial advisor registered with Anchor Bay Capital, Inc. in Carlsbad, California. Blake has been in the industry since 2020. Blake is a Certified Financial Planner (CFP) and holds Series 7, 63, and 65 licenses. Blake works with individual and institutional clients. The focus of the practice is on Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting.

Firm Information

Blake Pinyan is currently registered with Anchor BAY Capital, Inc.. Anchor BAY Capital, Inc. is a Registered Investment Adviser (RIA) located in Carlsbad, CA. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They manage over $208 million in assets, primarily for high-net-worth individuals and individuals other than high-net-worth.
Anchor BAY Capital, Inc.

5780 FLEET ST.

CARLSBAD, CA 92008

$208.52M

Assets Under Management

10

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Blake Pinyan’s Registration & Firm History

CA

02/11/2021 - Present

Anchor BAY Capital, Inc. (CARLSBAD CA)

CA

06/23/2020 - 11/21/2020

FIDELITY BROKERAGE SERVICES LLC (MISSION VIEJO CA)

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Licenses & Designations

IA

Issued 02/11/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blake Rollins Pinyan.
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