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Chris M. Blair

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CRD#: 1336522
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Chris Michael Blair was a registered financial professional .

Chris is a previously registered financial professional and started their career in finance in 1985. Chris had worked at 12 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 3, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Name: Willis Towers Watson Investment Related: No Address: 345 California St San Francisco CA 94111 Nature of Business: Consulting; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Consultant Start Date: 4/10/2017 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Consult with retirement plan clients; Business Name: Kestra Advisory Services LLC , Investment Related: Yes, Address: 5707 Southwest Parkway Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 4/12/2019 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: IAR

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 18, 2022 - January 9, 2023

WILLIS TOWERS WATSON SECURITIES, LLC

BD
CRD#: 317602
NEW YORK, NY
Past

April 27, 2022 - January 9, 2023

WILLIS TOWERS WATSON SECURITIES, LLC

RIA
CRD#: 317602
SAN FRANCISCO, CA
Past

April 12, 2019 - January 27, 2023

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
San Francisco, CA
Past

April 12, 2019 - January 27, 2023

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
NY, NY
Past

December 10, 2013 - April 19, 2017

MMC SECURITIES LLC

RIA
CRD#: 103846
SAN FRANCISCO, CA
Past

December 10, 2013 - April 19, 2017

MMC SECURITIES LLC

BD
CRD#: 103846
SAN FRANCISCO, CA
Past

May 19, 2011 - November 27, 2013

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
INDIANAPOLIS, IN
Past

May 18, 2011 - November 27, 2013

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

January 5, 2010 - May 10, 2011

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
EMERYVILLE, CA
Past

August 10, 2009 - September 15, 2009

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
EMERYVILLE, CA
Past

June 21, 2007 - May 10, 2011

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
SAN RAFAEL, CA
Past

October 14, 1997 - August 12, 2003

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

February 28, 1995 - January 27, 1998

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

April 5, 1993 - December 31, 1993

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

December 7, 1988 - April 1, 1991

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

February 18, 1987 - December 13, 1988

FIDELITY DISTRIBUTORS CORPORATION

BD
CRD#: 6848
Past

January 29, 1985 - October 28, 1985

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/30/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/31/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/30/2008
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 3/30/1998
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


WT
WILLIS TOWERS WATSON SECURITIES, LLC
WILLIS TOWERS WATSON SECURITIES, LLC

CRD#: 317602 / SEC#: , 8-70858

New York
Registered Investment Advisory firm - SEC (4/27/2022 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
200 Liberty Street 6th Floor, New York, NY 10281
Mailing Address
200 Liberty Street 6th Floor, New York, NY 10281
Phone number
(516) 375-0126
Established
Delaware since 11/02/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
5

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WILLIS HRH, INC.MANAGING MEMBER
CONDON, ROBIN DIANECCO2908077
EARLS, KEVIN GERARDCEO1108493
GLYNN, MICHAEL GERARDFINOP, PFO, POO3219445

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WILLIS TOWERS WATSON SECURITIES, LLC

CRD#: 317602

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