Robert Blair
Robert Blair is a registered investment advisor at LPL Financial LLC, based in Sayville, NY, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
22 Railroad Ave Ste 3, Sayville, NY, 11782
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Regulatory History (2)
Financial
April 2019Financial
March 2018Other Business ActivitiesSells Insurance
Robert is involved in several business activities, including non-variable insurance through Cogent Wealth Management and WC Hoover and Co, and KM Capital Group, Inc and KM Capital as a DBA for LPL business. He also serves as President of SMFD LLC, a sports memorabilia business, and is involved with JMRosen and Co, LLC, an insurance agency. These activities take varying amounts of Robert's time, ranging from minimal to full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLCBroker
North Ridge Securities CORP.Broker
Mony Securities CorporationBroker
State Registrations17 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.