Blair Smith
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schwab Wealth Advisory, Inc.Sep 2025 to now
- Charles Schwab & Co. Inc.Sep 2025 to now
- 55 North Private WealthJan 2025 to Aug 2025
- Matthias Private WealthJan 2022 to Dec 2024
- The Vanguard Group, Inc.Nov 2020 to Jan 2022
- UnemployedJun 2020 to Nov 2020
- Sighthound, Inc.Jun 2019 to Jun 2020
- Crummer Graduate School of Business At Rollins CollegeAug 2018 to May 2020
- Rollins CollegeAug 2018 to May 2020
- Peyser and Alexander Management, Inc.Aug 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn 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
- 7310674
- Firm CRD
- 159035