Robert Blair has been an investment adviser representative at Peak American Investment Advisors since February 2025, and is not listed among the firm’s executive officers or direct owners. Robert Blair holds a BBA in Finance from Texas Christian University.
Peak American Investment Advisors, Inc. is a Plano, TX firm with $162M under management, 329 clients and 10 advisers in one office, as of its September 2026 filing.
Robert Blair is Director of Portfolio Management of Peak American Investment Advisors. He has more than 19 years of experience in the financial services industry, with a focus on portfolio management and financial planning.
Robert Blair’s longest registration was 1 year at Spectrum Strategies, L.L.C. (2005–2006). Before joining Peak American Investment Advisors in 2025, Robert Blair was registered through MML Investors Services, Inc. and Spectrum Strategies, L.L.C.
- – present · 1 yearPlano, TX · Adviser representative · Firm CRD 145056
- MML Investors Services, Inc.– · 1 yearAddison, TX · Adviser representative · Firm CRD 10409
- Spectrum Strategies, L.L.C.– · 1 yearAddison, TX · Adviser representative · Firm CRD 115318
Professional designations
Listed by Peak American Investment Advisors
- CFP®
Investment adviser representative registrations
Robert Blair is registered as an investment adviser representative in Texas, since February 2025.
- TexasSince 11 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 September 2004 |
| Series 7 | General Securities Representative Examination | 7 September 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 October 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 October 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Douglas Blair
- CRD
- 2806294
- Firm
- Peak American Investment Advisors · CRD 145056
- Office
- 2400 DALLAS PARKWAY, STE 100, Plano, TX 75093
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- peakamericanfinancial.com
Where does Robert Blair work?
Robert Blair is an investment adviser representative registered through Peak American Investment Advisors, Inc. since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Robert Blair a financial advisor?
Yes. Robert Blair has a current investment-adviser registration in Texas, through Peak American Investment Advisors since February 2025.
How many years of experience does Robert Blair have?
Robert Blair has 15 years in the financial industry, since October 2010, across 3 adviser firms.
What exams has Robert Blair passed?
Robert Blair has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in October 1996. FINRA credited Robert Blair with the SIE, which began in October 2018.
Where did Robert Blair work before Peak American Investment Advisors?
Before Peak American Investment Advisors, Robert Blair was registered through MML Investors Services, Inc., April 2007 to July 2008; Spectrum Strategies, L.L.C., March 2005 to December 2006.
Where is Robert Blair based?
Robert Blair’s registered office is in Plano, TX.
Is Robert Blair registered with FINRA?
No. Robert Blair has no current broker registration.
Is Robert Blair a CFP?
Peak American Investment Advisors lists Robert Blair with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Robert Blair, CFP® biography, peakamericanfinancial.com
How can I verify Robert Blair’s record?
Search CRD 2806294 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Blair’s full registration record.
