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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

BLUE BLAZE FINANCIAL ADVISORS, LLC

CRD 171269

HOLMDEL, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:390c0c94-c2ea-ee13-6e14-5cefb55b238d

Data as of Mar 13, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 19, 2014 to Mar 13, 2019
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $174MItem 5.F on the latest filing (2019-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $172M
Private client RAUM: $172MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 489
Individual clients: 27
High net worth clients: 52
Custody, client assets: $48.4M
SEC number: 801-79802
CRD: 171269
Filings on the tape: 10
First filed: May 19, 2014
Latest filed: Mar 13, 2019
Organised: Limited Liability Company, New Jersey

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CORRADO, FRANK, JOHN	MANAGER/ CHIEF COMPLIANCE OFFICER	E	yes	05/2014	May 19, 2014	Mar 13, 2019
CORRADO, FRANK, THOMAS	Member	C	yes	05/2014	May 19, 2014	Mar 13, 2019

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Harrison	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Mar 13, 2019	$174M	$172M	4	4	1	n/a	n/a
2017	Mar 16, 2018	$180M	$179M	4	2	0	n/a	n/a
2016	Mar 16, 2017	$137M	$135M	4	2	n/a	n/a	n/a
2015	Mar 7, 2016	$111M	$109M	3	2	n/a	n/a	n/a
2014	Mar 26, 2015	$138M	$136M	4	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$174M	$180M	-3.6%	$111M	16.2%	4	4	1	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ROBERTSON STEPHENS	2	Nov 26, 2019	Sep 26, 2019	HOLMDEL, NJ	Team lift out	RIA to RIA	100.0%

Relationships

Controls (2)

← CORRADO, FRANK, JOHNOwnerMANAGER/ CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 19, 2014 to presentfactForm ADV
← CORRADO, FRANK, THOMASOwnerMEMBER, ownership code C, individual
May 19, 2014 to presentfactForm ADV

Registered with (3)

← FRANK THOMAS CORRADOAdvisorregistration: previous registration
Jun 4, 2014 to Nov 26, 2019factForm ADV
← KEVIN RICHARD TALTYAdvisorregistration: previous registration
Jul 5, 2018 to Nov 26, 2019factForm ADV
← JOHN A MUNLEYAdvisorregistration: previous registration
Sep 27, 2018 to May 17, 2019factForm ADV

Moved with (1)

→ ROBERTSON STEPHENSRegistered adviser2 advisors, team lift out, same day
Nov 26, 2019 to Sep 26, 2019factForm ADV

Dated events

Occurred
May 19, 2014
First Form ADV filing
Blue Blaze Financial Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:390c0c94-c2ea-ee13-6e14-5cefb55b238d
First observed: May 19, 2014
Last observed: Mar 13, 2019 91 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUE BLAZE FINANCIAL ADVISORS, LLC

CRD 171269

HOLMDEL, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:390c0c94-c2ea-ee13-6e14-5cefb55b238d

Data as of Mar 13, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CORRADO, FRANK, JOHN

MANAGER/ CHIEF COMPLIANCE OFFICER

yes

05/2014

May 19, 2014

Mar 13, 2019

CORRADO, FRANK, THOMAS

Member

yes

05/2014

May 19, 2014

Mar 13, 2019

City

State

Country

Employees

Also broker-dealer

Harrison

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Mar 13, 2019

$174M

$172M

n/a

2017

Mar 16, 2018

$180M

$179M

n/a

2016

Mar 16, 2017

$137M

$135M

n/a

2015

Mar 7, 2016

$111M

$109M

n/a

2014

Mar 26, 2015

$138M

$136M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$174M

$180M

-3.6%

$111M

16.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ROBERTSON STEPHENS

Nov 26, 2019

Sep 26, 2019

HOLMDEL, NJ

Team lift out

RIA to RIA

100.0%