Derek Blair
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Aug 2026 to now
- Jfc AdvisorsJan 2026 to Jul 2026
- LPL FinancialJan 2026 to Jul 2026
- Petrichor Wealth ManagementJan 2026 to Jul 2026
- Berstein Private Wealth ManagementMar 2024 to Jan 2026
- First Horizon AdvisorsSep 2023 to Mar 2024
- UnemployedApr 2023 to Sep 2023
- Econ Wealth ManagementMay 2022 to Aug 2022
- Musuneggi Financial GroupOct 2021 to Apr 2022
- StatstakApr 2020 to Apr 2021
- Full Time EducationAug 2019 to Apr 2023
- Harrisburg SenatorsJan 2018 to Aug 2019
- Bleacher BumsSep 2017 to May 2022
- Dauphin HighlandsJun 2017 to Aug 2018
- UnemployedSep 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7455320
- Firm CRD
- 5393