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Maria Ellen Wells

Blankinship & Foster, LLC

Solana Beach, CA

CRD 5824310

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Employer firm

Blankinship & Foster, LLC CRD 104795

$940M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Blankinship & Foster, Llc

420 Stevens Avenue Suite 250, Solana Beach, CA 92075 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-11-22
CO RA APPROVED 2022-11-22
OR RA APPROVED 2022-11-22
  • CA RA
    APPROVED
    Since 2022-11-22
  • CO RA
    APPROVED
    Since 2022-11-22
  • OR RA
    APPROVED
    Since 2022-11-22

Branch Locations

420 Stevens Avenue Suite 250, Solana Beach, CA 92075 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blankinship & Foster Solana Beach CA 05/2022 Present
Blankinship & Foster Solana Beach CA 04/2018 05/2022
Blankinship & Foster Solana Beach CA 04/2014 04/2018
  • 05/2022 → Present
    Blankinship & Foster
    Solana Beach, CA
  • 04/2018 → 05/2022
    Blankinship & Foster
    Solana Beach, CA
  • 04/2014 → 04/2018
    Blankinship & Foster
    Solana Beach, CA
Designations
  • Chartered Financial Analyst
Other Names
  • Maria Ellen Dipietro

View on SEC IAPD

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