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CFP

Thomas Blair

Kovack Advisors, INC.
40 Years of Experience
Floral Park, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Thomas Blair is a CFP-designated registered investment advisor at Kovack Advisors, INC., based in Floral Park, NY, with 40 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,293 clients with $6.3B in assets under management.

Kovack Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
258 advisors
Number of Clients
13,293 clients
Average Client Portfolio
$472K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.90%

Maximum annual fee is 2.90%. Fees are negotiable depending on asset amount, type, complexity, and services provided. Combined fees with third-party managers will not exceed 2.90%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

15 Verbena Ave, Suite 220B, Floral Park, NY, 11001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Thomas is the president and owner of The Blair Group, Inc., where he spends most of his time on investment-related insurance sales. He also works as a salesperson selling life insurance (about 10-20% of his time) and as a notary public (minimal time).

Employment History
Current Registrations
Kovack Advisors, INC.
October 2021 - Present · 5 yrs
Kovack Securities INC.Broker
October 2021 - Present · 5 yrs
Previous Registrations
Securities America Advisors, INC.
April 2021 - September 2021 · 5 mos
Securities America, INC.Broker
July 2020 - September 2021 · 1 yr 2 mos
Investacorp, INC.Broker
February 1991 - July 2020 · 29 yrs 5 mos
Home Life Insurance CompanyBroker
August 1990 - March 1991 · 7 mos
W. S. Griffith & CO., INC.Broker
August 1990 - March 1991 · 7 mos
Fundamental Brokers INC.Broker
July 1987 - March 1990 · 2 yrs 8 mos
First Investors CorporationBroker
October 1982 - September 1984 · 1 yr 11 mos
State Registrations10 states
DCDEFLIDNCNJNYPATXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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