Osaic Wealth
39yrs
Top advisor by experience in Coventry
New
Blake Sharp
Financial advisor at Cetera Investment Advisers
Blake Sharp is a fiduciary financial advisor in Coventry, Connecticut, registered since Aug 2026. Blake joined Cetera Investment Advisers in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Cetera Investment Advisers reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 6 advisors with offices in Coventry, and one of 6 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office1776 Boston Turnpike, Coventry, CT 06238
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowCetera Investment Advisers LLCCurrent firm
Contact Blake
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Blake. 1776 Boston TurnpikeCoventry, CT 06238Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Blake
Tailored to Blake’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Blake
How do I contact Blake?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Blake Sharp. Blake works from the Coventry, CT office.
How long has Blake been a financial advisor?
Blake is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Blake hold?
Series 66. Tap any license on this page to see what it allows.
Is Blake a fiduciary?
Blake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Blake paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Blake for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Madison Partners
16yrs
More experience than 67% of advisors in Coventry
Cetera Investment Advisers
12yrs
More experience than 50% of advisors in Coventry
Cetera Investment Advisers
4yrs
4 years in the industry
Cetera Investment Advisers
3yrs
3 years in the industry