Blair K. Aihara

RULO ADVISORY SERVICES LLC

ARCADIA, CA 91007

Some features on this profile are disabled

CRD#: 7203757

Professional summary

Blair Kiyotaka Aihara, CFP®, who also goes by Blair Aihara, is a registered financial advisor currently at RULO ADVISORY SERVICES LLC located in Arcadia, California.

Blair is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Blair has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Blair Aihara

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) One Machi Corporation; not investment related; Arcadia, CA; Non-Profit; Vice President; 03/2020; hrs/mo: 1, 0 during securities trading 2) Blair K. Aihara; SoleProprietor; investment related; Arcadia, CA; Insurance; Insurance Agent; 02/2019; hrs/mo: 2, 0 during securities trading 3) Rulo Tax Strategies, APC; not investmenrelated; Arcadia, CA; Legal and Tax; President/Tax Attorney; 12/2016; hrs/mo: 130, 80 during securities trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blair Kiyotaka Aihara'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®

CFP^®

Certified Financial Planner

Experience

Current

November 5, 2024 - Present

RULO ADVISORY SERVICES LLC

Office #1: 713 W Duarte Rd Unit G244, Arcadia, CA 91007

RIA

CRD#: 332749

ARCADIA, CA

Past

February 17, 2023 - October 21, 2024

RULO WEALTH STRATEGIES LLC

RIA

CRD#: 324244

MANHATTAN BEACH, CA

Past

June 29, 2021 - February 24, 2023

OSAIC WEALTH, INC.

RIA

CRD#: 23131

LOS ANGELES, CA

Past

December 17, 2020 - February 24, 2023

OSAIC WEALTH, INC.

CRD#: 23131

LOS ANGELES, CA

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

California
(11/5/2024)

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: 2/18/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/17/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/23/2019

Securities Industry Essentials Examination

Current Firm

RULO ADVISORY SERVICES LLC

CRD#: 332749 / SEC#:

California

Registered Investment Advisory firm - (11/5/2024 Approved)

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

713 W Duarte Rd Unit G244, Arcadia, CA 91007

Mailing Address

Phone number

(310) 694-5533

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 1,002,185

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.

Similar Advisors

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

Maria Zimiga

J.P. MORGAN SECURITIES LLC

Toluca Lake, CA

Angela Chinn

J.P. MORGAN SECURITIES LLC

IAR

Los Angeles, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Blair K. Aihara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blair Kiyotaka Aihara's CRS (Customer Relationship Summary).

Certified licenses

Experience

RULO ADVISORY SERVICES LLC

RULO WEALTH STRATEGIES LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/18/2021

Series 7TO

Date: 12/17/2020

SIE

Date: 10/23/2019

Current Firm

RULO ADVISORY SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RULO ADVISORY SERVICES LLC

TRUST BUT VERIFY

Similar Advisors