Spencer Nathaniel Blair
Investment adviser representative at Focus Partners Wealth, LLC
11 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
Are you Spencer Nathaniel Blair? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Focus Partners Wealth, LLCMar 2025 to now
- Truist Advisory Services,inc.Oct 2023 to Mar 2025
- Truist Investment Services, Inc.Aug 2023 to Oct 2023
- Charles Schwab & Co., Inc.Aug 2022 to Aug 2023
- Men's WearhouseApr 2022 to May 2022
- Rounders BarAug 2019 to Dec 2019
- Army National GuardDec 2017 to Dec 2023
- StudentAug 2017 to Dec 2024
- University of AlabamaAug 2017 to Dec 2017
- Blackfin Building and Development Inc.Aug 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
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
- 7597607
- Firm CRD
- 159289