Steven D. Blair

CETERA INVESTMENT ADVISERS LLC

OKLAHOMA CITY, OK 73120

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CRD#: 4014674

Professional summary

Steven Douglas Blair is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Oklahoma City, Oklahoma and CETERA WEALTH SERVICES, LLC located in Oklahoma City, Oklahoma.

Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Steven has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1. INSURANCE AGENT- THE BLAIR GROUP, LLC -FIXED INSURANCE PRODUCTS SUCH AS: LIFE, HEALTH, LONG-TERM CARE, PROPERTY AND CASUALITY. -FROM BUSINESS ADDRESS- 5 HOURS SECURITIES - SINCE 11/2009. INVESTMENT RELATED. 2. DBA COMMONWEALTH CAPITAL MANAGEMENT, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 2005, REPRESENTATIVE, APX 40 HOURS PER WEEK, 32.5 DURING TRADING HOURS, USED FOR MARKETING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Douglas Blair'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®

None

Experience

Current

June 29, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 4131 Nw 122nd Street Suite 150, Oklahoma City, OK 73120

RIA

CRD#: 105644

OKLAHOMA CITY, OK

Current

September 3, 2013 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 4131 Nw 122nd Street Suite 150, Oklahoma City, OK 73120

CRD#: 13572

Oklahoma City, OK

Past

September 3, 2013 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

LAVERNE, OK

Past

June 17, 2005 - September 3, 2013

WALNUT STREET SECURITIES, INC.

RIA

CRD#: 15840

OKLAHOMA CITY, OK

Past

June 15, 2005 - September 3, 2013

WALNUT STREET SECURITIES, INC.

CRD#: 15840

OKLAHOMA CITY, OK

Past

January 3, 2005 - June 24, 2005

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

MIDWEST CITY, OK

Past

December 17, 2004 - June 24, 2005

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

March 23, 2004 - November 18, 2004

CUE FINANCIAL GROUP, INC.

RIA

CRD#: 21033

TULSA, OK

Past

September 16, 2003 - November 18, 2004

CUE FINANCIAL GROUP, INC.

CRD#: 21033

PHOENIX, AZ

Past

November 18, 2002 - June 30, 2003

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

OKLAHOMA CITY, OK

Past

October 22, 2002 - June 30, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

October 10, 2000 - September 4, 2001

WFG INVESTMENTS, INC.

CRD#: 22704

DALLAS, TX

Past

September 16, 1999 - July 25, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(12/3/2016)

Kansas
(5/21/2015)

Oklahoma
(9/3/2013)

IAR

Oklahoma
(6/29/2023)

Texas
(9/3/2013)

IAR

Texas
(6/29/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/24/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/24/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/23/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/11/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/15/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	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.

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Firm Stability Insights

Steven D. Blair

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Douglas Blair's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

CUE FINANCIAL GROUP, INC.

CUE FINANCIAL GROUP, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

WFG INVESTMENTS, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2002

Series 63

Date: 9/24/1999

SIE

Date: 10/1/2018

Series 31

Date: 8/23/2002

Series 7

Date: 9/11/2001

Series 6

Date: 9/15/1999

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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