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David Louis Blasi

CLG LLC

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About David Louis Blasi

David Louis Blasi is a financial advisor at CLG LLC. David is registered with the state of California and has been in the industry since 2002. David holds the Series 66, Series 7, and SIE licenses. David also holds the Certified Financial Planner designation. In addition to providing financial advice, David is also a partner in a CPA firm, Shaw & Blasi, LLP. David specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

David Blasi is currently registered with CLG LLC. CLG LLC is a registered investment advisor headquartered in Long Beach, CA. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. CLG LLC manages approximately $953 million in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
CLG LLC

4821 E 2ND STREET

LONG BEACH, CA 90803

$953.82M

Assets Under Management

Not reported

Total Clients

24

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

Recurring fee

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David Blasi’s Registration & Firm History

CA

01/29/2019 - Present

CLG LLC (Long Beach CA)

CA

07/29/2002 - 12/31/2022

CETERA ADVISOR NETWORKS LLC (LONG BEACH CA)

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Licenses & Designations

BOTH

Issued 08/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Louis Blasi.
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