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Joao Correia

Investment adviser representative at Blair Hall Advisors, LLC
16 yearsExperience
2 statesRegistered in
CFADesignation
$138.8MFirm 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 assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Blair Hall Advisors, LLCJun 2016 to now
  2. Financial Edge Training/ib HeroMay 2016 to now
  3. Madison Asset Advisors, LLCSep 2012 to now
  4. Independent ConsultantOct 2010 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (NY, WA).

Blair Hall Advisors, LLC

$138.8MAssets managed
48Clients
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
6021918
Firm CRD
170114
Advisor's SEC record (opens in a new tab)
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