Richard William Blair
Investment adviser representative at Emery Partners LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$78.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Emery Partners, LLCJul 2025 to now
- Shepherd Kaplan LLCNov 2018 to now
- Amherst CollegeMay 2016 to Nov 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MA).
Emery Partners LLC
Legal name: Emery Partners, LLC
$78.4MAssets managed
1Clients
2Advisers
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
- 5995153
- Firm CRD
- 336787