Blake Ryan Barr

Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → Present
  Fidelity Brokerage Services
  Merrimack, NH
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA

Previous Registrations

• 2024-06-27 → 2024-09-11
  Wealthspire Advisors
  Seattle, WA
• 2018-07-13 → 2024-06-08
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2011-12-19 → 2018-07-13
  Strategic Advisers Llc
  Tukwila, WA

Exams

• S66 Uniform Combined State Law Examination
  2011-12-16
• S63 Uniform Securities Agent State Law Examination
  2010-06-30

Designations

• Certified Financial Planner

Other Names

• Blake Ryan Barr
• Blake R Barr
• Blake Barr
• Blake R Barr