Secrest Blakey & Associates LLC
Legal Name: SECREST BLAKEY & ASSOCIATES, LLC
Full Contact Details
Secrest Blakey & Associates LLC
7780 BRIER CREEK PARKWAY, SUITE 325, RALEIGH, NC
919-544-0500
919-544-0502
Other Info
Secrest Blakey & Associates LLC is legally known as SECREST BLAKEY & ASSOCIATES, LLC. It is a NC Limited Liability Company. This firm has 5 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 17, 2014.

Southeast Financial Group: Financial Planning Investment Management Insurance Retirement - Raleigh, Durham, Chapel Hill
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Direct Owners
-
EDWARD BLAIR SECREST
CHIEF COMPLIANCE OFFICER owns less than 5%
-
SOUTHEAST FINANCIAL GROUP, INC.
MANAGING MEMBER owns 75% or more
Firms Located Nearby
- First Citizens Investor Services Inc
- Hollingsworth Avent Averre & Purvis PA
- Park Ridge Asset Management LLC
- HCG Fund Management LP
- Triangle Securities Wealth Management
- Physicians Financial Services Inc
- Lewis Financial Management LLC
- Capital Investment Counsel Inc
- Financial Planning Services Inc
- CapFinancial Partners LLC
Top Holdings
- ISHARES TR CORE S&P500 ETF $8,419k
- Schwab Aggregate Bond ETF (SCH $7,126k
- SCHWAB U.S. LARGE-CAP GROWTH ETF $4,967k
- VANGUARD WHITEHALL FDS INC $4,696k
- VANGUARD GROUP $4,412k
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $4,228k
- SCHWAB STRATEGIC TR US MID-CAP ETF $3,470k
- ISHARES TR MIN VOL EAFE ETF $3,139k
- ISHARES TR RUSSELL 2000 ETF $2,836k
- ISHARES $2,705k