JC
Joao Correia
BLAIR HALL ADVISORS
Seattle, WA 98112
Some features on this profile are disabled
CRD#: 6021918
JC
Professional summary
Joao Correia, who also goes by John Correia, is a registered financial advisor currently at BLAIR HALL ADVISORS, LLC located in Seattle, Washington and MADISON ASSET ADVISORS, LLC located in New York, New York.
Joao is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joao has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Correia
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.
Madison Asset Advisors. Madison Asset Advisors. 430 E 86th St, 2D NY, NY 10028. Investment related - NY State Registered Investment Advisor- Nature: Registered Investment Advisor- Position/Title: Wealth Manager / Investment Advisor - no relationship with other businesses- start date Jan 2013- number of hours per week: 20: 100% during trading hours- duties: Wealth Management and Investment Advisory Blair Hall Advisors,LLC, Investment Related, Address: 1150 17th Ave E Seattle WA 98112, Nature: Registered Investment Advisor, Position/Title: Wealth Manager and Investment Strategist, no relationship with other business, Start date: 6/2016, number of hours: 10 per week, 50% during trading hours, duties: Wealth Management and Investment Advisory Financial Edge Training/IBHEROCOM US INC, 500 Mamorneck Avenue Suite 320 Harrison, NY 10528 - non-investment related- Nature: Finance Training- Position: Financial Instructing- no relationship with other businesses- start date Jan 2016- number of hours vary, 30-40 days per year.- duties: Financial Training
CRS (Client Relationship Summary) - RIA
Click below to view Joao Correia's 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®
NoneExperience
Current
September 14, 2017 - Present
BLAIR HALL ADVISORS, LLC
Office #1: 1150 17th Ave E, Seattle, WA 98112RIA
CRD#: 170114
Seattle, WA
Current
June 3, 2021 - Present
MADISON ASSET ADVISORS, LLC
RIA
CRD#: 159841
New York, NY
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".
BH
BLAIR HALL ADVISORS, LLC
BLAIR HALL ADVISORS, LLC
CRD#: 170114 / SEC#: 801-131677
RIA
Registered Investment Advisory firm - (12/23/2024 Approved)California
Registered Investment Advisory firm - (1/22/2025 Terminated)New Jersey
Registered Investment Advisory firm - (12/24/2024 Terminated)New York
Registered Investment Advisory firm - (12/23/2024 Terminated)Texas
Registered Investment Advisory firm - (12/23/2024 Terminated)Washington
Registered Investment Advisory firm - (1/24/2025 Terminated)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
New York(6/3/2021)
IAR
Washington(9/14/2017)
Exams
Current Firm
BH
BLAIR HALL ADVISORS, LLC
BLAIR HALL ADVISORS, LLC
CRD#: 170114 / SEC#: 801-131677
RIA
Registered Investment Advisory firm - (12/23/2024 Approved)California
Registered Investment Advisory firm - (1/22/2025 Terminated)New Jersey
Registered Investment Advisory firm - (12/24/2024 Terminated)New York
Registered Investment Advisory firm - (12/23/2024 Terminated)Texas
Registered Investment Advisory firm - (12/23/2024 Terminated)Washington
Registered Investment Advisory firm - (1/24/2025 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Seattle, WA
Mailing Address
Phone number
(206) 397-0325
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 106,907,590 |
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.
