Blair Shein has been President / CEO / CCO/Treasurer of Compass Financial Group since February 2003, is a control person of the firm and directly owns 75% or more of it.
Compass Financial Group, Inc. is a Deerfield Beach, FL firm with $430M under management, 120 clients and 4 advisers in one office, as of its March 2026 filing.
Blair C. Shein is President and Chief Executive Officer of Compass Financial Group, Inc., based in Deerfield Beach, Florida. He is an instructor for Florida Atlantic University's CFA Review Program and has taught investment management courses at the university, as well as CFP certification programs at Barry University and Florida Gulf Coast University. He has served as President and Chairman of the Financial Planning Association of Broward County and President of the Greater Fort Lauderdale Tax Council.
- – present · 23 yearsDeerfield Beach, FL · Adviser representative · Firm CRD 125186
Professional designations
Listed by Compass Financial Group
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Blair Shein is registered as an investment adviser representative in 2 states. The first approvals date from March 2003; the most recent is Texas, in January 2010.
- FloridaSince 24 March 2003
- TexasSince 7 January 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 July 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Blair Charles Shein
- CRD
- 4646254
- Firm
- Compass Financial Group · CRD 125186
- Role
- President / CEO / CCO/Treasurer
- Office
- 665 S.E. 10TH STREET, SUITE 202, Deerfield Beach, FL 33441
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- compassfinancialgroup.com
Where does Blair Shein work?
Blair Shein has been President / CEO / CCO/Treasurer of Compass Financial Group, Inc. since February 2003, and is a control person of the firm.
Is Blair Shein a financial advisor?
Yes. Blair Shein has a current investment-adviser registration in Florida and Texas, through Compass Financial Group since March 2003.
How many years of experience does Blair Shein have?
Blair Shein has 23 years in the financial industry, since March 2003, across 1 adviser firm.
What exams has Blair Shein passed?
Blair Shein passed the Series 65 in July 2000.
Where is Blair Shein based?
Blair Shein’s registered office is in Deerfield Beach, FL.
Is Blair Shein registered with FINRA?
No. Blair Shein has no current broker registration.
Is Blair Shein a CFP?
Compass Financial Group lists Blair Shein with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Blair Shein a CFA charterholder?
Compass Financial Group lists Blair Shein with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Blair Shein’s record?
Search CRD 4646254 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Blair Shein’s full registration record.