Roger I. Bair

FINANCIAL CONSULATE

GETTYSBURG, PA 17325

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CRD#: 1681148

Professional summary

Roger Irvin Bair III, CFP®, CIMA®, who also goes by Chip Bair, is a registered financial advisor currently at FINANCIAL CONSULATE located in Gettysburg, Pennsylvania.

Roger is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Roger has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Biography

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Roger is the Director of Retirement Plan Services at the Financial Consulate bringing over twenty years of experience in the financial services industry. He is a Certified Financial Planner™ (CFP®) practitioner, an Accredited Investment Fiduciary Analyst (AIFA®), and a member of the National Association of Personal Financial Advisors. He is a graduate of McDaniel College and holds a Master of Science in Finance degree from Loyola University in Baltimore.After serving as a US Army officer with NATO in Europe, Roger began his career in finance as an investment executive with Legg Mason. Subsequently, Roger joined Oxford Capital Management as a portfolio manager where he managed equity, balanced, and fixed-income portfolios for individual and institutional clients. In 1996 Roger joined PSA Financial of Lutherville, Maryland where he performed the duties of chief investment officer. Roger has a passion for serving clients in part by helping them understand and

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Retirement Income Management

Estate Planning

Do you have an area of expertise or specialization?

Estate & Generational Planning...

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Chip Bair

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roger Irvin Bair III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

CIMA^®

Certified Investment Management Analyst

Experience

Current

April 6, 2011 - Present

FINANCIAL CONSULATE

Office #1: 1302 Proline Place, Gettysburg, PA 17325Office #3: 11019 Mccormick Road Suite 200, Hunt Valley, MD 21031

RIA

CRD#: 106898

GETTYSBURG, PA

Past

October 21, 1996 - May 19, 2008

PSA FINANCIAL ADVISORS INC

RIA

CRD#: 110802

LUTHERVILLE, MD

Past

November 3, 1987 - August 28, 1991

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Past

October 30, 1987 - November 4, 1987

LEGG MASON MASTEN INC.

CRD#: 2

Past

July 22, 1987 - October 31, 1987

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FINANCIAL CONSULATE

COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS

CRD#: 106898 / SEC#: 801-18829

RIA

Registered Investment Advisory firm - (4/29/1983 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(4/6/2011)

IAR

Pennsylvania
(4/6/2011)

IAR

Texas
(8/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/8/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/23/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/18/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/4/1992

General Securities Principal Examination

Current Firm

FINANCIAL CONSULATE

COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS

CRD#: 106898 / SEC#: 801-18829

RIA

Registered Investment Advisory firm - (4/29/1983 Approved)

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Contact information

Main Address

11019 Mccormick Road Suite 200, Hunt Valley, MD 21031

Mailing Address

Phone number

(410) 823-7283

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/18/2025)

Regulatory assets under management

Total Number of Accounts	3,597
AUM (Assets Under Management)	$ 930,031,477

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report
07/29/2024	Cover Page	Report
08/09/2023	Cover Page	Report
01/24/2023	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

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Roger I. Bair

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roger Irvin Bair III's CRS (Customer Relationship Summary).

Certified licenses

Experience

PSA FINANCIAL ADVISORS INC

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON MASTEN INC.

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

FINANCIAL CONSULATE

State Registrations and Notice Filings

Exams

Series 65

Date: 1/8/1992

Series 63

Date: 7/23/1987

Series 7

Date: 7/18/1987

Series 24

Date: 6/4/1992

Current Firm

FINANCIAL CONSULATE

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FINANCIAL CONSULATE

TRUST BUT VERIFY

Contact information

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