Kevin Blain

ARCHETYPE ADVISORS

DOYLESTOWN, PA 18901

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CRD#: 6063365

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

Aliases

Kevin Joseph Blain | Kevin J Blain

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 Kevin Blain'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 26, 2026 - Present

ARCHETYPE ADVISORS, LLC

Office #1: 72 East State Street, Doylestown, PA 18901

RIA

CRD#: 156527

DOYLESTOWN, PA

Past

February 23, 2022 - June 28, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

GLASTONBURY, CT

Past

February 23, 2022 - June 28, 2026

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

GLASTONBURY, CT

Past

July 13, 2020 - February 8, 2022

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

HAMDEN, CT

Past

January 9, 2019 - February 8, 2022

CITIZENS SECURITIES, INC.

CRD#: 39550

HAMDEN, CT

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".

ARCHETYPE ADVISORS, LLC

CRD#: 156527 / SEC#: 801-120408

RIA

Registered Investment Advisory firm - (3/1/2021 Approved)

Maryland

Registered Investment Advisory firm - (3/22/2021 Terminated)

New York

Registered Investment Advisory firm - (3/5/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 66

Date: 7/10/2020

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/10/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/9/2019

General Securities Representative Examination

Current Firm

ARCHETYPE ADVISORS, LLC

CRD#: 156527 / SEC#: 801-120408

RIA

Registered Investment Advisory firm - (3/1/2021 Approved)

Maryland

Registered Investment Advisory firm - (3/22/2021 Terminated)

New York

Registered Investment Advisory firm - (3/5/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/5/2021 Terminated)

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Contact information

Main Address

72 East State Street, Doylestown, PA 18901

Mailing Address

Phone number

(215) 558-5500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARCHETYPE ADVISORS, LLC WRAP BROCHURE (3/24/2025)

ARCHETYPE ADVISORS, LLC DISCLOSURE BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	480
AUM (Assets Under Management)	$ 195,000,000

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

Kevin Blain

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

Primary Firm SEC Registration

ARCHETYPE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/10/2020

SIE

Date: 1/10/2019

Series 7

Date: 1/9/2019

Current Firm

ARCHETYPE ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCHETYPE ADVISORS, LLC

TRUST BUT VERIFY

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