Robert Douglas Blair
Investment adviser representative at Peak American Investment Advisors, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$162.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Peak American Investment Advisors, Inc.Feb 2025 to now
- Madison Avenue Securities, LLCDec 2017 to Dec 2018
- Kalos Capital, Inc.Feb 2012 to Dec 2017
- Spectrum AdvisorsOct 2007 to Feb 2025
- Dallas Financial AdvisorsOct 2007 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
Peak American Investment Advisors, Inc.
$162.1MAssets managed
329Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2806294
- Firm CRD
- 145056