RB
CFA
RB
CFA

Richard William Blair

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
N/A
Firm Size
18 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$9.4B

Fee Structure

Minimum Investment:$20M
Financial Planning:Investment management only
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Location

53 State Street, 23rd Floor, Boston, MA, 02109-2820

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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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Employment History
Current Registrations
Emery Partners LLC
August 2025 - Present · 6 mos
Shepherd Kaplan LLC
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Bha Select Network, LLCBroker
March 2014 - January 2016 · 1 yr 10 mos
Putnam Retail Management Limited PartnershipBroker
May 2012 - September 2012 · 4 mos
Nylife Securities LLCBroker
December 2011 - March 2012 · 3 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.