Unclaimed Profile

Blair Fleming

FALCON INVESTMENT ADVISORS, LLC·BOSTON, Massachusetts

Clean recordFALCON INVESTMENT ADVISORS, LLC

21 CUSTOM HOUSE STREET, 10TH FLOOR, BOSTON, MA 02110CRD# 5704028Firm CRD# 161548

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Blair Fleming · BOSTON, MA

Registration

CRD #5704028 · FALCON INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Blair Fleming is a registered financial advisor based in BOSTON, Massachusetts, affiliated with FALCON INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FALCON INVESTMENT ADVISORS, LLC

ONEX FALCON INVESTMENT ADVISORS, LLC

AUM

$4.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FALCON INVESTMENT ADVISORS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5704028

Firm CRD# 161548

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Blair Fleming offer?

Blair Fleming specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.

What are Blair Fleming's credentials?

Blair Fleming is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Blair Fleming located?

Blair Fleming is based in BOSTON, Massachusetts, working with FALCON INVESTMENT ADVISORS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Blair Fleming charge for services?

Blair Fleming's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FALCON INVESTMENT ADVISORS, LLC?

FALCON INVESTMENT ADVISORS, LLC has approximately 30 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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