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Major E. Blair

BULL & BEAR ADVISORS LLC
Fort Worth, TX
Some features on this profile are disabled
CRD#: 8030221
MB

Professional summary

Major Elliott Blair III, who also goes by Elliott Blair, is a registered financial advisor currently at BULL & BEAR ADVISORS LLC located in Fort Worth, Texas.

Major is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Major has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elliott Blair

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) Employed as a professional scout by the Texas Rangers Baseball, LLC. No commissions involved in the role. Employed as a W-2 employee, strictly salary-based compensation. 2) Bull & Bear, LP; Investment related: Yes; Location: 700 Milam St., Suite #1300 - PMB 153 Houston TX 77002; Description: Investment manager to private funds.; Position Title: Customer Relationship Manager; Responsibilities Duties: Develop, maintain, and nurture potential clients by meeting with prospective clients from referrals, inbound prospective client messages, and events. Provide education and information for prospective clients on private funds, their investments, etc. Maintain current client relationships by checking in on needs, questions, and being a resource for any new offering; Start date: 2025-03-11; Hours per month during trading hours: 20; Hours per month outside trading hours: 20.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Major Elliott Blair III'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®
None

Experience

Current

March 3, 2025 - Present

BULL & BEAR ADVISORS LLC

RIA
CRD#: 315309
Fort Worth, TX

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
Texas
(3/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/1/2025
Uniform Investment Adviser Law Examination

Current Firm

B&
BULL & BEAR ADVISORS LLC
BULL & BEAR | BULL AND BEAR ADVISORS LLC | BULL & BEAR ADVISORS LLC

CRD#: 315309 / SEC#:

Florida
Registered Investment Advisory firm - (1/3/2023 Approved)
Illinois
Registered Investment Advisory firm - (8/25/2021 Approved)
Texas
Registered Investment Advisory firm - (9/29/2021 Approved)
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Contact information

Main Address
Sarasota, FL
Mailing Address
Phone number
(813) 318-2537
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts68
AUM (Assets Under Management)$ 36,554,573

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.

Company Information

BULL & BEAR ADVISORS LLC

CRD#: 315309Fort Worth, TX

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