AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
KB

Kevin Blain

ARCHETYPE ADVISORS
DOYLESTOWN, PA
·CRD# 6063365·7 years experience

Professional Summary

Kevin Blain, who also goes by Kevin Joseph Blain, Kevin J Blain, is a registered financial advisor currently at ARCHETYPE ADVISORS, LLC located in Doylestown, Pennsylvania. Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kevin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kevin Joseph Blain, Kevin J Blain

Blog Corner

Similar Advisors

Horsham, PA · CRD#
View profile
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#

Years of Experience

7 years in the financial services industry

Current & Past Employments

ARCHETYPE ADVISORS, LLC·CRD# 156527
RIA
72 East State Street, Doylestown, PA 18901
June 26, 2026 - Present
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
RIA
Glastonbury, CT
February 23, 2022 - June 28, 2026
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
BD
Glastonbury, CT
February 23, 2022 - June 28, 2026
CITIZENS SECURITIES, INC.·CRD# 39550
RIA
Hamden, CT
July 13, 2020 - February 8, 2022
CITIZENS SECURITIES, INC.·CRD# 39550
BD
Hamden, CT
January 9, 2019 - February 8, 2022

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#

Current Firm

AA
ARCHETYPE ADVISORS, LLC

ARCHETYPE ADVISORS, LLC

CRD#: 156527 / SEC#: 801-120408
RIA
Registered Investment Advisory firm - SEC (3/1/2021 Approved)
Maryland
Registered Investment Advisory firm - Maryland (3/22/2021 Terminated)
New York
Registered Investment Advisory firm - New York (3/5/2021 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (3/9/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/5/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

72 East State Street, Doylestown, PA 18901

Phone Number

(215) 558-5500

# of Employees

4

SEC notice filing (10 States and Territories)

Registered to provide investment advisory services in 10 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARCHETYPE ADVISORS, LLC WRAP BROCHURE (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

505

AUM (Assets Under Management)

$260,000,000

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#

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.

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#

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".
AA
ARCHETYPE ADVISORS, LLC

ARCHETYPE ADVISORS, LLC

CRD#: 156527 / SEC#: 801-120408
RIA
Registered Investment Advisory firm - SEC (3/1/2021 Approved)
Maryland
Registered Investment Advisory firm - Maryland (3/22/2021 Terminated)
New York
Registered Investment Advisory firm - New York (3/5/2021 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (3/9/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/5/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Pennsylvania
(6/26/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2020About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2019About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2019About the Series 7 exam

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Blain's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
David Richard Ducharme
David Richard Ducharme

DUCHARME WEALTH ADVISORS, LLC

JENKINTOWN, PA · CRD#
KB
Follow Kevin
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required