Steven Blair
Steven Blair is a registered investment advisor at Cetera Investment Advisers LLC, based in Oklahoma City, OK, with 24 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4131 NW 122nd Street, Suite 150, Oklahoma City, OK, 73120
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an insurance agent with The Blair Group, LLC, selling fixed insurance products including life, health, long-term care, and property and casualty insurance, dedicating a few hours per week. He also operates under the DBA Commonwealth Capital Management, LLC, providing financial services and dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Cue
CueBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
The (wilson) Williams Financial GroupBroker
Pruco Securities CorporationBroker
State Registrations4 states
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.