Blair A. Fuchs

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CRD#: 4306855

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.

Blair A Fuchs was a registered financial professional .

Blair is a previously registered financial professional and started their career in finance in 2000. Blair had worked at 4 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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.

)Coveted Financial Services;not investment related;1906 Jeanette Ave,St. Charles,IL 60174;business banking consultants;project manager-VP;6/2013;20 hrs/month;1 hr/month;spreading financial statements,talking w/clients

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

December 11, 2015 - May 5, 2025

FAIRHAVEN WEALTH MANAGEMENT, LLC

RIA

CRD#: 173771

WHEATON, IL

Past

November 6, 2015 - April 30, 2019

TRIAD ADVISORS LLC

CRD#: 25803

Oak Brook, IL

Past

July 23, 2009 - May 12, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

NAPERVILLE, IL

Past

July 23, 2009 - May 12, 2015

LPL FINANCIAL LLC

CRD#: 6413

NAPERVILLE, IL

Past

February 4, 2002 - July 27, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

OAKBROOK, IL

Past

December 7, 2000 - July 27, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

OAKBROOK, IL

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".

FAIRHAVEN WEALTH MANAGEMENT, LLC

CRD#: 173771 / SEC#: 801-80596

RIA

Registered Investment Advisory firm - (12/17/2014 Approved)

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.

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 66

Date: 1/4/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/29/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/6/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/20/2009

General Securities Principal Examination

Current Firm

FAIRHAVEN WEALTH MANAGEMENT, LLC

CRD#: 173771 / SEC#: 801-80596

RIA

Registered Investment Advisory firm - (12/17/2014 Approved)

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Contact information

Main Address

104 E. Roosevelt Road Suite 100, Wheaton, IL 60187

Mailing Address

Phone number

(630) 333-9207

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAIRHAVEN WEALTH PART 2A (2/27/2025)

Regulatory assets under management

Total Number of Accounts	1,576
AUM (Assets Under Management)	$ 783,193,210

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/18/2024	Cover Page	Report
10/27/2023	Cover Page	Report
07/28/2022	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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Advisor Monitoring

Firm Stability Insights

Blair A. Fuchs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRIAD ADVISORS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FAIRHAVEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/4/2001

SIE

Date: 10/1/2018

Series 31

Date: 3/29/2005

Series 7

Date: 12/6/2000

Series 24

Date: 10/20/2009

Current Firm

FAIRHAVEN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FAIRHAVEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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