Blair Catriona Buchanan
Professional Summary
Blair Catriona Buchanan is a registered financial advisor currently at WEALTHFRONT ADVISERS LLC located in Glendale, Colorado and WEALTHFRONT BROKERAGE LLC located in Palo Alto, California. Blair is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Blair has worked at 4 firms and has passed the Series 66, Series 99TO, Series 7TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
KACHING | WEALTHFRONT INC. | WEALTHFRONT ADVISERS LLC | WEALTHFRONT ADVISERS | WEALTHFRONT | THE INVESTING IQ APP | KACHING GROUP, INC | KACHING GROUP INC.
Contact Information
Main Address
261 Hamilton Ave., Palo Alto, CA 94301Phone Number
(855) 695-8437# of Employees
427SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
726,127AUM (Assets Under Management)
$55,187,590,029Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/26/2025 | Cover Page | Report |
| 12/02/2024 | Cover Page | Report |
| 01/11/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
KACHING | WEALTHFRONT INC. | WEALTHFRONT ADVISERS LLC | WEALTHFRONT ADVISERS | WEALTHFRONT | THE INVESTING IQ APP | KACHING GROUP, INC | KACHING GROUP INC.
State Registrations and Notice Filings
(9/30/2024)
(10/7/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Blair Catriona Buchanan's CRS (Customer Relationship Summary).
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