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CDB ADVISORY & CONSULTING

BLANCHARD, CHRISTINE DARLENE

CRD 314797 · SEC 801-121393

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$25.2M

Discretionary AUM

$25.2M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-01-07

Disciplinary history

No

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  • SEC IAPD

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)FINANCIAL CONSULTING SERVICES

Client types

TypeClientsAUM
High net worth individuals3$25.2M

Official SEC filing: View on IAPD